Coherent Expands InP Portfolio for AI-Driven Optical Networks

Event summary

  • Coherent Corp. showcased its Indium Phosphide (InP) technology innovations at OFC 2026, including high-power lasers, modulators, and photodiodes.
  • The company highlighted products like a 400mW CW laser for co-packaged optics and 200G EML solutions for 1.6T transceivers.
  • Coherent is ramping up 6-inch InP production across its fabs in Sweden, the U.S., and Switzerland to support next-generation optical systems.

The big picture

Coherent’s expansion of its InP technology portfolio aligns with the growing demand for higher speeds and energy efficiency in AI-driven data centers. The company’s focus on scaling production across multiple global facilities underscores the strategic importance of supply chain resilience in the photonics industry.

What we're watching

Manufacturing Scalability
The pace at which Coherent can scale its 6-inch InP production will determine its ability to meet growing demand for AI-driven optical networks.
Technological Adoption
Whether customers will widely adopt Coherent’s new InP-enabled solutions, particularly in co-packaged optics and pluggable transceivers.
Market Competition
How Coherent’s expanded InP portfolio will position it against competitors in the high-performance optical connectivity space.

Related topics

Semiconductors