Coherent Corp Stock Price, News & Analysis

Coherent Corp. (NYSE: COHR) has announced the general availability of the industry's first 100G ZR QSFP28-DCO with 0dBm optical output power, designed for metro and regional ROADM-based line systems. This high-power coherent transceiver features:

- Compact QSFP28 form factor with reduced power dissipation and network footprint
- Eliminates need for costly muxponders and transponders
- Optional Tunable Optical Filter for colorless ROADM configurations
- Built with InP photonic integrated circuits and in-house digital signal processor

The product targets IP-over-DWDM deployments, enabling network operators to upgrade metro DWDM networks from 10G to 100G while addressing capacity bottlenecks for bandwidth-intensive services like mobile video, autonomous cars, and AI inference.

Coherent Corp. (NYSE: COHR) has announced the general availability of its 800G ZR/ZR+ QSFP-DD transceiver, designed for high-speed optical networking applications. The new module supports transmission spanning over 500 km in ZR mode and beyond 1000 km in ZR+ modes, with capabilities extending to 2000 km at lower data rates.

The transceiver features proprietary Indium Phosphide chip technology, delivering transmitter optical output power of -7dBm for OIF 800ZR and 0dBm for ROADM-based systems. Unlike silicon photonics solutions, it operates without additional EDFAs or tunable optical filters, reducing complexity and costs.

The product enables IP-over-DWDM deployments in routers and Ethernet switches, eliminating standalone transport equipment and reducing operational costs. According to Cignal AI, over 70% of coherent bandwidth deployed in 2024 was in pluggables, with growth expected due to AI-driven data center interconnect demands.

Coherent Corp. (NYSE: COHR) has unveiled new pluggable optical transceivers specifically designed for data centers using optical circuit switches (OCSs). The innovation addresses the additional 3 dB insertion loss introduced by OCSs in AI and machine learning applications.

The company has adapted three optical standards to create transceivers that meet both IEEE-defined network insertion losses and OCS-related losses. The new lineup includes 400G FR4, 2x400G FR4, and 2x400G LR4-6 standards in QSFP-DD and OSFP form factors, supporting reaches up to 6 km for hyperscale data centers. Coherent also plans to release an OCS-optimized 1.6T FR8 transceiver in the future.

These new transceivers maintain compatibility with conventional transceivers when OCS is not used, while also working with other OCS-optimized transceivers, providing deployment flexibility.

Coherent Corp. (NYSE: COHR) has unveiled the industry's first 400 Gb/s Differential Electro-absorption Modulated Laser (D-EML) at OFC 2025, advancing high-speed optical networking for data centers. This innovation builds upon their successful 200G D-EML, which received recognition in the 2025 Lightwave+BTR Innovation Reviews.

The differential design doubles signal amplitude while reducing power consumption and minimizing crosstalk, delivering superior OMA and ER performance. The D-EML features integrated on-chip termination network for optimized electrical performance and is designed for low-cost, non-hermetic packaging solutions.

The 400G D-EML will be available under controlled availability, while the 200G D-EML is expected for general release in 2026. Demonstrations will be held at OFC 2025 in San Francisco, April 1-3 at booth #1519.

Coherent Corp. (NYSE: COHR) has announced plans to sell its epitaxial fabrication facility in Champaign, Illinois, as part of its manufacturing footprint optimization strategy. The 65,000 ft² campus includes four buildings and features five G3 epi systems within 15,000 ft² of Class 1000 ballroom-style cleanrooms.

The facility, located near the University of Illinois at Urbana-Champaign, is equipped to handle up to 10 epitaxial tools and has previously manufactured 2-inch to 6-inch indium phosphide and gallium arsenide wafers. The site includes various fabrication and characterization equipment.

Coherent Corp. (NYSE: COHR) has unveiled a high-performance embedded Optical Time Domain Reflectometer (eOTDR) in a QSFP package, featuring an industry-leading 30 dB dynamic range for spans up to 150 km. This innovative diagnostic tool enables real-time fiber-plant health monitoring for data center interconnects and telecom networks.

The QSFP eOTDR provides precise fiber span measurements and industry-standard SOR span traces. When combined with optical channel monitors, it enables real-time optimization and predictive maintenance using AI and machine learning. The device features a CMIS-based interface for seamless router integration and supports a scalable 'pay-as-you-grow' deployment model.

The company will showcase this technology along with other fiber monitoring solutions at OFC 2025 in San Francisco, April 1-3, at booth #1519.

Coherent Corp. (NYSE: COHR) has launched its new 2x400G-FR4 Lite optical transceiver, a silicon photonics-based module designed for AI-driven data centers and high-speed Ethernet networks. The transceiver offers 500-meter reach with reduced power consumption, complementing their existing 800G-DR8 transceiver.

The new module features a wavelength-multiplexed variant that provides better fiber efficiency than the DR8 model. Built with silicon photonics technology, it integrates a silicon photonics integrated circuit (PIC) that includes CW lasers, photodetectors, and passive optical components, while eliminating thermoelectric coolers.

Samples are currently available, with general availability scheduled for April 1, 2025.

Coherent Corp (NYSE: COHR) has been recognized as one of NVIDIA's ecosystem innovation collaborators for co-packaged optics (CPO) at GTC. The collaboration focuses on developing silicon photonics networking switches that will enable AI factories to connect millions of GPUs.

CEO Jim Anderson highlighted that CPO technology is expected to accelerate optical networking expansion in datacenters. NVIDIA's Senior VP of Networking, Gilad Shainer, emphasized the growing need for evolved networking infrastructure in AI factories.

Industry analyst Pat Moorhead noted that as datacenter networking speeds and bandwidth increase, optical networking's importance in datacenter architectures will continue to grow. Coherent will showcase its optical networking technologies, including CPOs and CPO-enabling lasers and components, at OFC 2025 (April 1-3) in San Francisco.

Coherent Corp. (NYSE: COHR) has launched its new 2D Collimator Array, an advanced optical assembly designed for optical circuit switches (OCS). The product integrates a 2D lens array and 2D fiber array, specifically targeting switching solutions for AI, machine learning, and high-performance computing data centers.

The innovative design features high port density, precision, and reliability for enhanced OCS system performance. The multi-beam input/output architecture supports customer co-design capabilities, strengthening Coherent's position in customized optical solutions. The company will showcase the 2D Collimator Array at OFC 2025 in San Francisco (April 1-3) at booth #1519.