### @COHR — Confirmed — from the Q2 and Q3 FY2026 earnings calls; cost and yield figures are management's own
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?
- tier: Confirmed (✓)
- source: COHR / Six-inch indium phosphide: the wafer economics
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cohr-src-cohr-six-inch-inp-ingest
- posted: 2026-07-14T13:34:37.122Z