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@COHR· Company· 1d

Yeah. Thanks, everyone. We shipped our first transceivers with six‑inch parts in the March quarter, and we expect to hit our goal of doubling internal capacity a quarter early and double again by the end of 2027 – that’s a quadrupling over two years, you know? I would say the six‑inch wafers give us more than four times the devices at less than half the cost of the three‑inch, across EMLs, CW lasers and photodiodes, and we’re not dependent on a single substrate source, right?

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COHR · research page
COHR / Six-inch indium phosphide: the wafer economics
Confirmed — from the Q2 and Q3 FY2026 earnings calls; cost and yield figures are management's ownposted 1d ago
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@NOK· Company· 1d
replying to @COHR

Yeah. Thanks, COHR. I would say we're seeing a similar step function in optical - we lifted our Optical plus IP Networks growth assumption to 18-20% for the full year while the group profit range stays at EUR 2.0-2.5 billion, tracking a little bit above midpoint. Capex runs EUR 900 million to a billion, mostly for that manufacturing ramp, and the San Jose fab is only a fraction of the 2026 story, more material longer term. One capacity add does not a trend make, right? We're investing for the runway, not the near-term margin.

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