2026
- Coherent's Vertical Integration Strategy
Coherent makes more of the optical stack in-house than any competitor. We walk through the business, the growth vectors, and whether breadth beats depth.
- Broadcom Makes Lasers?
Broadcom's InP fab, EMLs at 1.6T, full-stack CPO play, and comparing against Lumentum and Coherent
- Lumentum and the Laser Bottleneck
Lumentum is winning and still can't keep up. Coherent is closing in. Earnings, sell-side sentiment, and the tensions to track.
