NuAxiSemiconductor trade intelligence
Nvidia-backed optics vendor to boost wafer output by 4x to meet AI interconnect demand
What happened
Coherent plans to invest $650 million to quadruple InP wafer output at its Sherman, Texas facility, supported by Nvidia's $2 billion stake and CHIPS Act funding to meet AI optical interconnect demand. Bearish: The significant capacity expansion signals potential oversupply relief for InP wafers, though AI demand remains robust.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
InP WaferOptical Interconnect
CoherentNvidia
capacity_expansionAI_opticssupply_chain
Source and time
Source: The Register · 6/17/2026 · View original source
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