Group 1 - Coherent Corp. is under investigation by Pomerantz LLP for potential securities fraud or unlawful business practices involving its officers and/or directors [1] - On August 13, 2025, Coherent announced the sale of its Aerospace and Defense business to Advent for $400 million, with proceeds aimed at reducing debt [2] - Following the announcement of the sale, Coherent's stock price dropped by $22.36 per share, a decline of 19.61%, closing at $91.65 per share on August 14, 2025 [2]

Core Insights - Coherent Corp. has launched the first QSFP28 Dual Laser 100G ZR solution, enabling broadband providers to maximize capacity on existing fiber infrastructure [1][4] - This innovation allows operators to utilize coherent optics across various network architectures, enhancing flexibility and scalability [2][3] Company Overview - Coherent is recognized as a global leader in photonics, providing technology solutions for datacenter, communications, and industrial markets [5][6] - The company has been operational since 1971 and has a presence in over 20 countries, offering a comprehensive technology stack and supply chain resilience [6] Product Details - The Dual Laser 100G ZR QSFP-DCO integrates two independently tunable lasers into a compact module, facilitating IP-over-DWDM transmission over a single fiber [3] - This solution is expected to enhance capacity by 10 times on existing 10Gb/s networks while reducing power consumption and overall cost per bit [3][4] Market Impact - The new technology is currently being sampled by key customers and will be generally available in Q4 2025, addressing the increasing demand for bandwidth [4]

Core Insights - Coherent Corp. announced significant upgrades to its Multi-Rail technology platform aimed at enhancing efficiency, scale, and speed for optical transport networks [1] - The new Dynamic Gain Equalizer (DGE) integrates C and L bands in a compact module, doubling transmission bandwidth while reducing footprint by 20% [2] - The Optical Channel Monitoring (OCM) has been improved, halving scan times and supporting up to 32 monitoring points per module, allowing for more efficient network expansion [3] Company Developments - Coherent is leveraging its semiconductor and wavelength-management expertise to set new benchmarks for bandwidth and power efficiency, with in-house manufacturing ensuring reliability [4] - Collaborations with leading network equipment manufacturers are underway to integrate these advancements into transmission systems, with sampling anticipated in late 2026 [4] - A live demonstration of the next-generation Multi-Rail technology will be presented at ECOC 2025, showcasing the company's innovations in optical transport [5] Industry Context - The demand for optical communications is increasing, prompting Coherent to enhance its technology offerings to meet market needs [4] - Coherent positions itself as a leader in the photonics industry, providing essential technology for data centers, communications, and industrial markets [6] - Established in 1971, Coherent operates in over 20 countries, offering a comprehensive technology stack and resilient supply chain to address complex technology challenges [7]

Core Insights - Coherent Corp. has announced the sampling of its new high-power 400 mW continuous-wave lasers aimed at next-generation co-packaged optics and silicon photonics applications [1][3]. Product Specifications - The new lasers deliver stable output power exceeding 400 mW at 55°C, with spectral linewidths below 200 kHz and relative intensity noise (RIN) below -145 dB/Hz [2]. - These lasers are built on Coherent's Buried-Heterostructure Distributed-Feedback laser (BH DFB) platform, showcasing the company's capability in producing high-performance devices [2]. Market Position and Future Plans - The introduction of the 400 mW CW lasers addresses significant challenges in optical interconnects, providing stable high output power and low noise [3]. - Coherent plans to expand its production capacity more than fivefold with a new 6-inch InP fab in Sherman, Texas, to meet the growing global demand for InP lasers [3]. Availability - Engineering samples of the new lasers are currently available to select customers, with volume production and general availability anticipated in Q3 2026 [3]. Company Overview - Coherent is recognized as a global leader in photonics, providing technology solutions for data centers, communications, and industrial markets [5][6]. - Founded in 1971, the company operates in over 20 countries and offers a comprehensive technology stack and resilient supply chain [6].

Core Insights - Coherent Corp. has announced a breakthrough in short-reach optical interconnect technology with the demonstration of next-generation 2D VCSEL and photodiode (PD) arrays, aimed at addressing the increasing data traffic demands in modern datacenters [1][7] Technology Advancements - The new high-density 2D array architecture (1.6T, 850 nm, 32x50G NRZ) leverages Coherent's proven 100G PAM4 multimode VCSEL and PD platform, facilitating copper link replacement and enhancing parallelism [2] - These arrays are designed for low power consumption, reduced latency, and cost efficiency, supporting the transition to Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO) for AI/ML workloads in hyperscale datacenters [2] Future Developments - Coherent plans to introduce 1060 nm backside-emitting (BSE) flip-chip VCSEL/PD array variants in 2026, expanding its product portfolio for next-generation optical networking [4] - The innovation will be showcased at ECOC 2025 in Copenhagen, Denmark, from September 29 to October 1, 2025 [4] Company Overview - Coherent is recognized as a global leader in photonics, providing technology solutions for datacenter, communications, and industrial markets [5] - Founded in 1971, the company operates in over 20 countries and offers a comprehensive technology stack and supply chain resilience to address complex technology challenges [6]

Core Insights - Coherent Corp. (COHR) and Arm Holdings plc (ARM) are both technology companies focused on advanced hardware and innovation, playing crucial roles in modern computing [1][3] - COHR specializes in photonics and optical components, while ARM is known for its semiconductor IP that powers a significant share of smartphones and AI processors [2] Coherent Corp. (COHR) Summary - COHR experienced a remarkable 51% increase in fiscal 2025 revenue, driven by a 61% surge in its data center business, indicating strong demand in high-growth technology sectors [4] - The company is advancing its product offerings with the introduction of 1.6T transceivers and is developing next-generation 3.2T transceivers to meet the needs of hyperscale data centers [5] - COHR has tripled its indium phosphide production capacity year over year and launched the world's first 6-inch indium phosphide production line, enhancing cost efficiency and product volume [6] - The company is also entering the optical circuit switch (OCS) market, which is expected to accelerate growth as demand for higher bandwidth and faster data transmission increases [7] - COHR faces competition in the Silicon Carbide (SiC) market from companies like Wolfspeed and ON Semiconductor, which are pushing technological boundaries [8][10] - The Zacks Consensus Estimate for COHR indicates a 9% growth in sales and a 29% increase in EPS for fiscal 2026 [16] Arm Holdings plc (ARM) Summary - ARM's chip architectures are essential for mobile computing, powering devices from major companies like Apple, Qualcomm, and Samsung, and maintaining a competitive edge through efficiency and performance [11] - The company is becoming increasingly relevant in the AI and IoT sectors, with its architecture supporting the growing demand for embedded AI models [12] - ARM faces challenges in China due to the rising adoption of RISC-V, which could limit its growth in this key market [13] - The potential move into producing its own CPUs presents both opportunities for market expansion and risks of straining relationships with existing customers [14][15] - The Zacks Consensus Estimate for ARM suggests an 18% year-over-year growth in sales, with EPS expected to grow by 3% [19] Valuation and Investment Case - COHR is attractively valued with a forward P/E of 22.26X, while ARM's higher forward P/E of 72.07X reflects investor confidence in its growth potential [23] - COHR is viewed as the stronger investment case due to its execution in data center optics and expansion into Silicon Carbide, while ARM faces risks related to its dependence on China and potential channel conflicts [24] - Current Zacks Ranks indicate COHR as a Hold (3) and ARM as a Sell (4) [25]

Core Insights - Coherent Corp. has announced a new family of quad-channel integrated circuits aimed at enhancing the performance of optical transceivers for cloud, AI, and telecom networks [1][2] - The new products include a 4-channel driver for silicon photonics Mach-Zehnder modulators and a chipset for coherent optical links, designed to support 400G and 800G technologies [2][3] - The introduction of these ICs is expected to facilitate faster adoption of high-speed network technologies and support innovation in connectivity [3] Product Details - The product lineup features the CHR2075 driver for 800G and 1.6T pluggable modules, along with the CHR1094 and CHR2094 chipset for 400G ZR/ZR+ coherent optical links [2] - All integrated circuits are designed for lower power consumption while delivering industry-leading performance, which aids network operators in scaling capacity and reducing energy use [2] - The ICs come with an integrated 10-bit monitoring ADC and are controllable via a 4-wire SPI interface [2] Market Position and Future Plans - Coherent aims to leverage its 25 years of experience in high-speed fiber-optic communication ASICs to expand its open-market portfolio [1][3] - Full production release of the CHR1094 and CHR2094 is scheduled for November 2025, with the CHR2075 following in December 2025 [3] - Coherent will showcase these innovations at ECOC 2025, providing opportunities for engagement and live demonstrations [3] Company Overview - Coherent is recognized as a global leader in photonics, providing technology solutions for data centers, communications, and industrial markets [4][5] - Founded in 1971, the company operates in over 20 countries and offers a comprehensive technology stack and resilient supply chain [5]

Group 1 - Coherent Corp. is currently under a fraud investigation, which presents an opportunity for investors to join the legal proceedings with the Schall Law Firm [1] - The investigation may impact the company's financial performance and investor confidence [1] - The Schall Law Firm is actively seeking investors who may have been affected by the alleged fraud to participate in the investigation [1]

Group 1 - The individual investor focuses on managing personal capital accumulated over the years, utilizing a diverse range of investment strategies including fundamental, technical, and momentum investing [1] - The investor aims to leverage the strengths of various investment approaches to refine their investment process [1] - The purpose of writing on Seeking Alpha is to track the performance of investment ideas and connect with like-minded investors [1] Group 2 - There is no stock, option, or similar derivative position held by the analyst in any mentioned companies, nor are there plans to initiate such positions in the near future [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company [2] - Seeking Alpha does not provide recommendations or advice regarding the suitability of investments for particular investors [3]

Core Insights - Coherent Corp. has developed a high-precision molded 2D lens array utilizing its advanced glass molding platform, which enhances optical channels bandwidth for advanced optical systems [1][3] - The new lens array offers exceptional performance in multi-channel optical signal transmission, improving uniformity and reducing production costs, making it suitable for applications in optical circuit switching, advanced imaging, and AR/VR devices [2][3] Product Details - The 2D molded lens array enables wafer-level manufacturing, addressing bandwidth limitations and enhancing consistency in optical systems [2][3] - The product has successfully passed sample qualification and will be available for orders starting in Q1 2026 [4] Company Background - Coherent is recognized as a global leader in photonics, providing technology solutions for data centers, communications, and industrial markets [5][6] - Founded in 1971, Coherent operates in over 20 countries and offers a comprehensive technology stack and resilient supply chain to address complex technology challenges [6]