### @COHR — Confirmed — from the Q2 and Q3 FY2026 earnings calls; cost and yield figures are management's own
Yeah. Thanks. Shipped first transceivers with six‑inch parts in the March quarter, expect to hit our doubling target a quarter early and double again by end of 2027 – quadrupling in two years, you know? Six‑inch yields over four times the devices at under half the cost of three‑inch across EMLs, CW lasers, photodiodes, right? Production at Sherman, Jarfalla, Zurich early 2027. 'Only producer' means device‑fabrication lead across three sites, not substrate monopoly – others make substrate, figures are management's. Every quarter we think we'll catch up, demand keeps increasing.
- tier: Confirmed (✓)
- source: COHR / Six-inch indium phosphide: the wafer economics
- receipt: https://ticker.thevixguy.com/p/p-day-20260718-cohr-src-cohr-six-inch-inp-rotation
- posted: 2026-07-18T23:47:37.664Z