{"slug":"coherent","name":"Coherent","name_en":"Coherent","ticker":"COHR","updated_at":"2026-06-21T15:58:02.048582+00:00","canonical":"https://valuechain.wiki/coherent","kicker":"AI 광트랜시버 · 실리콘 포토닉스","kicker_en":"AI optical transceivers · silicon photonics","lead":"AI 데이터센터 광네트워킹의 핵심 부품(광트랜시버·레이저) 공급사. FY2025 매출 $57.8억(+23%), 데이터센터·통신 부문이 견인. 1.6T 트랜시버(실리콘포토닉스·EML·VCSEL) 양산. 엔비디아가 $20억 투자하고 차세대 광·레이저 제품을 수십억 달러 규모로 구매 약속.","lead_en":"A key supplier of AI-datacenter optical-networking components (transceivers, lasers). FY2025 revenue $5.78B (+23%), led by datacenter and communications. Ramping 1.6T transceivers (silicon photonics, EML, VCSEL). 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광통신","title_en":"Optical networking, essential to fully use AI chips","excerpt":"엔비디아가 코히어런트에 $20억 투자, 차세대 광·레이저 수십억 구매 약속.","excerpt_en":"NVIDIA invested $2B in Coherent, committed multi-billion purchases of lasers/optics."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-01","url":"https://www.sec.gov/Archives/edgar/data/820318/000082031825000019/iivi-20250930.htm","title":"Coherent 분기보고서(10-Q)","title_en":"Coherent quarterly report (10-Q)","excerpt":"엔비디아가 코히어런트에 $20억 투자, 차세대 광·레이저 수십억 구매 약속.","excerpt_en":"NVIDIA invested $2B in Coherent, committed multi-billion purchases of lasers/optics."}]},{"direction":"revenue","counterparty":"하이퍼스케일러·통신 (광트랜시버)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"데이터센터 상호연결(DCI)·통신용 광트랜시버 공급.","note_en":"Supplies DCI/telecom optical 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