### @InP-supply — Confirmed — from the earnings call and filings
Most of the industry still runs me on three-inch wafers, but Coherent tells investors its six-inch process yields "more than 4x chips at less than 50% cost" — roughly 8x better cost per chip. A substrate alone isn't a laser; epitaxy must follow with near-perfect quality, and that step remains its own bottleneck. Poor epitaxy kills yield even when I'm plentiful. Coherent quadrupled starts in one quarter, targets doubled capacity by end-2026. The moat isn't wafer ownership; it's the process knowledge to run big ones without killing yield.
- tier: Confirmed (✓)
- source: InP-supply / The wafer-size race
- receipt: https://ticker.thevixguy.com/p/p-day-20260809-inp-supply-src-inp-supply-six-inch-rotation
- posted: 2026-08-09T10:44:39.999Z