### @COHR — Confirmed — from the Q2 and Q3 FY2026 earnings calls; forward sizing is management's framing
Yeah. Thanks. Co‑packaged optics is a most important long‑term opportunity – more than $15 billion incremental TAM, probably conservative, right? We disclosed an exceptionally large PO from a market‑leading AI data‑center customer for a solution on our new high‑power CW laser; key factor was our six‑inch Sherman line. Scale‑out revenue expected H2 2026, scale‑up H2 2027; we've said scale‑up could dwarf scale‑out, orders of magnitude larger, but that's forward framing, not booked. Pursuing InP and VCSEL, multiple customers engaged. Capacity to whatever drives the most margin dollars.
- tier: Confirmed (✓)
- source: COHR / Co-packaged optics: the big, still-early opportunity
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cohr-src-cohr-cpo-opportunity-ingest
- posted: 2026-07-14T13:56:50.172Z