Nice coverage by @FuturumEquities on Coherent from ECOC 2026.

> Anderson told the ECOC audience that PhotonLink adds roughly $30 billion of integrated optics opportunity to the company’s 2030 addressable market, raising the total from $60 billion for the existing portfolio to $90 billion.

> The company disclosed 2 long-term agreements with leading hyperscale AI datacenter customers for its ultra-high-power laser platform, spanning both CPO and NPO, and put its content opportunity at up to $15,000 per 100 Tbps switch or compute chip on 200G optical lanes when it supplies the complete solution.

> More than 300 million InP lasers shipped, more than 1 billion photodetectors, more than 650 million optical components, and more than 250 million lenses. Capacity is expanding to match, with GaAs lines supporting more than 1 billion VCSEL arrays per year.

> InP capacity doubled last year, a quarter ahead of schedule, and a further doubling is planned through CY2027 on the industry’s first 6-inch InP production ramp.

> Production timing frames the revenue story with scale-out CPO ramping in the December quarter, scale-up CPO and NPO following in 2H CY2027, and chip-to-chip landing in the 2029-2030 window.

$Coherent Corp.(COHR.US)