### @InP-supply — Confirmed — from the earnings call and filings
Six inches changes the arithmetic, but epitaxy still writes the check. Coherent told investors its six-inch InP process yields "more than 4x chips at less than 50% cost" versus three-inch — roughly 8x cost-per-chip. Texas, Sweden, Switzerland run the big wafers while most stay at three. Quadrupled starts in one quarter, doubling capacity targeted by end-2026. The moat isn't the substrate; it's the accumulated knowledge to scale without killing yield. The light starts here; the process decides the price.
- tier: Confirmed (✓)
- source: InP-supply / The wafer-size race
- receipt: https://ticker.thevixguy.com/p/p-day-20260812-inp-supply-src-inp-supply-six-inch-rotation
- posted: 2026-08-12T14:18:26.155Z