Coherent is the second-largest optical transceiver supplier for AI data centers, competing with Lumentum in 800G and 1.6T products. The II-VI merger created a vertically integrated photonics platform with InP and GaAs capabilities. Datacom revenue growing 20-25% driven by AI demand.
Datacom segment revenue growing 20-25% YoY driven by 800G transceiver demand for AI