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00:00LONG
“Coherent … expects to double its six-inch InP output by the end of this calendar year, a quarter ahead of plan”
@JP Insights
Coherent doubling InP output ahead of plan, datacomm revenue up 40%, integrating the bottleneck in-house
COHRLONG@ $383.46
$258.05-32.71%
since call Jun 21
00:00LONG
“Its Q1 2026 order intake was €171.4 million, up 30% year-on-year … Management named the cause directly, laser-related datacom demand”
@JP Insights
Aixtron order intake up 30% on laser datacom; equipment cycle turning for InP capacity buildout
LITELONG@ $849.26
$723.06-14.86%
since call Jun 21
peak +2.4%
00:00LONG
“management put the InP backlog above $100 million for the first time … AXT raised $632.5 million and committed it to doubling InP capacity in 2026 and again…”
@JP Insights
AXT sits on the tightest layer of the InP chain, backlog over $100m and doubling capacity twice
AXTILONG@ $85.54
$61.05-28.62%
since call Jun 21
“IQE is the upstream way to play the AI optics constraint, one layer below the transceivers and components most investors watch.”
@JP Insights
IQE owns qualified InP epitaxy on the AI optics critical path, but its own numbers have not turned yet
IQE.LLONG@ $51.51
$39.65-23.01%
since call Jun 21
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