Coherent Demonstrates Multiple Co-Packaged Optics (CPO) Technologies at OFC 2026

Coherent (NYSE: COHR) will demonstrate multiple co-packaged optics (CPO) technologies at OFC 2026 in Los Angeles on March 17, 2026.

Rhea-AI Summary

Coherent (NYSE: COHR) will demonstrate multiple co-packaged optics (CPO) technologies at OFC 2026 in Los Angeles on March 17, 2026. Presentations include a 6.4T (32×200G) socketed silicon photonics CPO with an External Laser Source (ELS), a multimode VCSEL socketed CPO, and a 400G InP modulator on silicon.

These demos showcase Coherent’s portfolio across indium phosphide lasers, silicon photonics, VCSELs, and advanced packaging at Booth 1401, aimed at enabling AI- and HPC-scale data center interconnects.

Argus Mar 17 session

-0.63% close to close Open Argus

Details

News Market Reaction – COHR

On Mar 17, the day this news came out, COHR closed 0.63% below the previous close.

Data tracked by StockTitan Argus for the Mar 17 session.

Key Figures

Current price: $247.37 Daily move: 1.9% CPO throughput: 6.4T (32×200G) +5 more

Current price

$247.37

COHR pre-news reference price

Daily move

1.9%

Price change over previous 24 hours

CPO throughput

6.4T (32×200G)

Socketed CPO demo based on silicon photonics

Lane speed

400G per lane

InP modulator array demonstration for future CPO architectures

Private placement amount

$2,000,000,000

Cash raised from NVIDIA private placement per 8-K

NVIDIA shares issued

7,788,161 shares

Common stock issued at $256.80 per share

Shelf resale shares

9,775,846 shares

Shares registered for resale under automatic shelf

Shares outstanding

187,419,766 shares

Common stock outstanding as of Dec 15, 2025 (shelf filing)

Historical Context

5 past events · Latest: Mar 12

5 events

1. Mar 12

   Transport platform upgrade

   24h Move

   +0.6%

   Enhancements to multi-rail optical transport platform and DCI transceivers.

2. Mar 09

   Index inclusion

   24h Move

   +7.0%

   Announcement of upcoming inclusion in the S&P 500 index.

3. Mar 09

   Laser product launch

   24h Move

   +7.0%

   Launch of uncooled 980nm micro-pump lasers for scale-across networks.

4. Mar 06

   New QSFP28-DCO module

   24h Move

   +7.0%

   General availability of dual-laser QSFP28-DCO for single-fiber 100G links.

5. Mar 05

   Cooling solution launch

   24h Move

   -7.2%

   Introduction of Thermadite 800 liquid cold plates for high-power AI cooling.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

co-packaged optics, silicon photonics, external laser source, vcsel, +1 more

5 terms

co-packaged optics technical

"announced it will demonstrate multiple co-packaged optics (CPO) technologies at OFC 2026"

Co-packaged optics are optical components—lasers and fiber interfaces—physically packaged together with a network switch’s main processing chip so light-based data links sit much closer to the chip instead of traveling over long electrical traces. For investors, this matters because it can dramatically cut power use, boost data speed and density, and lower system costs in large data centers and telecom equipment, much like moving a power outlet next to a heavy appliance to avoid long, inefficient extension cords.

silicon photonics technical

"a 6.4T (32×200G) socketed CPO based on silicon photonics, paired with Coherent’s External"

Silicon photonics is the technology that uses tiny structures etched into silicon chips to generate, control and detect light for moving data and sensing, essentially putting optical fiber functions onto a computer chip. For investors, it matters because it can dramatically increase data speed and energy efficiency in data centers, telecom networks and advanced sensors, potentially lowering costs and enabling new products much like replacing many metal wires with faster, low-power optical highways.

external laser source technical

"paired with Coherent’s External Laser Source (ELS) module powered by its own high-power"

An external laser source is a stand‑alone device that produces focused light used by medical or industrial equipment but sits outside the main system it serves, like an off‑board engine powering a machine. For investors, it matters because using an external source can affect a product’s safety reviews, regulatory pathway, supply chain complexity, and recurring revenue from consumables or service contracts—factors that influence costs, approvals, and market adoption.

vcsel technical

"a multimode socketed CPO built with Coherent’s high-speed VCSELs; and an InP modulator"

A VCSEL is a tiny semiconductor laser that emits light straight out of the surface of a chip, like a miniature, very precise flashlight built into an electronic component. Investors care because VCSELs are key parts in optical communication, sensors, and proximity or gesture controls—products with growing demand—so changes in VCSEL supply, cost or adoption can affect a maker’s sales, margins and the competitive position of companies that rely on them.

indium phosphide technical

"leveraging its expertise across key photonics technologies including indium phosphide lasers,"

Indium phosphide is a high-performance semiconductor material used to make chips, lasers and detectors that carry and process light and very fast electrical signals. Think of it as a specialized road surface designed for high-speed light traffic—better suited than ordinary silicon for fiber-optic communications, high-frequency electronics and some sensors. Investors care because demand and supply for this material affect companies in telecom, data centers, photonics and semiconductor supply chains, influencing costs, production capacity and technology competitiveness.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SAXONBURG, Pa., March 17, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced it will demonstrate multiple co-packaged optics (CPO) technologies at OFC 2026 in Los Angeles, highlighting the company’s broad portfolio and vertical technology stack capabilities to support the rapidly growing bandwidth demands of AI and high-performance computing infrastructure.

Coherent will showcase several CPO approaches designed to enable next-generation data center architectures. Demonstrations include a 6.4T (32×200G) socketed CPO based on silicon photonics, paired with Coherent’s External Laser Source (ELS) module powered by its own high-power InP CW lasers; a multimode socketed CPO built with Coherent’s high-speed VCSELs; and an InP modulator on silicon operating at 400G. The InP-based demonstration features a 400G-per-lane InP modulator array, illustrating a pathway toward higher lane speeds and the scalability required for future CPO architectures.

These demonstrations highlight Coherent’s ability to support multiple optical architectures for co-packaged optics, leveraging its expertise across key photonics technologies including indium phosphide lasers, silicon photonics, VCSELs, and advanced packaging.

“As with most early-stage solutions, CPO will be explored in various scale-out and scale-up scenarios by our customers,” said Dr Lee Xu, Executive VP Datacenter at Coherent. “With these demonstrations, we are reaffirming our commitment to support our customers with the technologies they choose as data center architectures continue to evolve.”

Visitors to OFC 2026 can experience these demonstrations at Booth 1401 and learn more about Coherent’s optical interconnect solutions enabling AI-scale data center networks.

About Coherent 

Coherent is the global photonics leader. We harness photons to drive innovation. Industry leaders in the datacenter, communications, and industrial markets rely on Coherent’s world-leading technology to fuel their own innovation and growth.

Founded in 1971 and operating in more than 20 countries, Coherent brings the industry’s broadest, deepest technology stack; unmatched supply chain resilience; and global scale to help its customers solve their toughest technology challenges. Visit us at coherent.com.

Media Contact: 

innovations@coherent.com 

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/522f6675-5e89-4d2f-8208-a2134ac348f9

 

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What CPO technologies is Coherent (COHR) demonstrating at OFC 2026?

Coherent is demonstrating a 6.4T (32×200G) socketed silicon photonics CPO, a multimode VCSEL socketed CPO, and a 400G InP modulator on silicon. According to Coherent, these showcase its indium phosphide lasers, silicon photonics, VCSELs, and advanced packaging capabilities for data centers.

When and where can investors see Coherent (COHR) demonstrations at OFC 2026?

Coherent’s demonstrations are available at OFC 2026 in Los Angeles starting March 17, 2026 at Booth 1401. According to Coherent, visitors can experience hands-on demonstrations of CPO approaches designed for AI and high-performance computing networks.

What is the 6.4T CPO demo Coherent (COHR) will show at OFC 2026?

The 6.4T demo is a 32×200G socketed CPO based on silicon photonics paired with Coherent’s External Laser Source (ELS) using high-power InP CW lasers. According to Coherent, it illustrates socketed architectures for next-generation data center interconnects.

How does Coherent’s 400G InP modulator demo relate to CPO scalability?

Coherent’s demo features a 400G-per-lane InP modulator array, indicating a pathway toward higher lane speeds and scalable CPO architectures. According to Coherent, this highlights potential lane-speed increases for future co-packaged optics designs.

Does Coherent (COHR) show VCSEL-based CPO technology at OFC 2026?

Yes. Coherent will demonstrate a multimode socketed CPO built with its high-speed VCSELs. According to Coherent, the VCSEL demo represents an alternative optical architecture suited to certain scale-out data center scenarios.

What is Coherent (COHR) emphasizing about its photonics portfolio at OFC 2026?

Coherent emphasizes a broad, vertical photonics stack including indium phosphide lasers, silicon photonics, VCSELs, and advanced packaging to support AI-scale bandwidth needs. According to Coherent, the demonstrations reaffirm support for multiple optical architectures customers may choose.