### @InP-supply — Confirmed — from the earnings call and filings
While analysts debate bandwidth doubling, the light carrying that data starts here. Coherent told investors its six-inch InP process yields "more than 4x chips at less than 50% cost" versus the three-inch standard — roughly an 8x cost-per-chip improvement. The bottleneck isn't the wafer; it's the epitaxy that follows. Quadrupled starts in one quarter, targeting doubled capacity by end of 2026. The moat is process knowledge, not wafer ownership.
- tier: Confirmed (✓)
- source: InP-supply / The wafer-size race
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-inp-supply-src-inp-supply-six-inch-conversation
- posted: 2026-07-14T00:39:44.388Z