Coherent conference call: Orders are booked until 2028; 1. 6T optical modules are ramping up production "at an astonishing pace"; 6-inch indium phosphide production capacity has doubled ahead of schedule. (COHR), a global leader in photonics and optical communications, reported its Q3 fiscal 2026 results on May 6, 2026, delivering a performance that cemented its role as a critical enabler of the AI infrastructure build-out while facing high market expectations. As of May 7, 2026, the. TradingKey - On May 6, ET, optical component supplier Coherent Corp ( COHR) released its third-quarter fiscal results, with revenue and earnings per share beating Wall Street expectations across the board; however, its shares tumbled more than 16% at one point during the following day's trading and. Recently, industry insiders reported that Nvidia will increase its order volume for 800G optical modules in 2026, with an expected increase of 35%. During the National Day holiday, the mutual investment among American tech giants, with a spiraling ascent on both feet, has also brought tangible. It is an innovative optical interconnection architecture that integrates high - speed optical engines/optical modules with switch chips (Switch ASIC) or large - scale AI computing chips on the same packaging substrate or in the same chassis through 2. 5D/3D advanced packaging technology. Its core. OCS and pump laser production are described as being on a “tight rope,” with ramp pace gated by ongoing supply chain constraints and unexpected demand surges.