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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (25398)	9/26/2025 4:16:02 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Read Replies (2) \| Respond to of 27055

Coherent Introduces Next-Gen 2D VCSEL and Photodiode Arrays To Accelerate AI-Driven Optical Interconnects SAXONBURG, Pa., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced a breakthrough in short-reach optical interconnect technology with the demonstration of its next-generation 2D VCSEL and photodiode (PD) arrays. Best suited for “slow and wide” interconnections in scale-up AI networks, these arrays enable power-efficient and compact links optimized for short reach, addressing the surging data traffic demands in modern datacenters. Leveraging its proven 100G PAM4 multimode VCSEL and PD platform, Coherent has introduced a high-density 2D array architecture (1.6T, 850 nm, 32x50G NRZ) that enables copper link replacement and optimal degree of parallelism. With advantages in low power consumption, reduced latency, and cost efficiency, these arrays are designed to support the transition to Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO), accelerating the deployment of AI/ML workloads in hyperscale datacenters. “We are continuously anticipating the needs of next-generation datacenter interconnects. Our high-density multimode 2D VCSEL and PD arrays represent an important step forward in enabling parallelism, power-efficient design, and flexible architectures that will shape the future of AI and machine learning networks,” said Karlheinz Gulden, Senior Vice President, Laser and Subsystems at Coherent. As an initial step toward enabling high-performance AI/ML scale-up links, Coherent will introduce 1060 nm backside-emitting (BSE) flip-chip VCSEL/PD array variants in 2026, expanding its product portfolio for next-generation optical networking. Attendees can experience this innovation firsthand at ECOC 2025, Booth C3124 in Copenhagen, Denmark, September 29 – October 1, 2025. About Coherent Coherent is the global photonics leader. We harness photons to drive innovation. Industry leaders in the datacenter, communications, and industrial markets rely on Coherent’s world-leading technology to fuel their own innovation and growth. Founded in 1971 and operating in more than 20 countries, Coherent brings the industry’s broadest, deepest technology stack; unmatched supply chain resilience; and global scale to help its customers solve their toughest technology challenges. For more information, visit us at coherent.com. Media Contact: innovations@coherent.com A photo accompanying this announcement is available at: globenewswire.com globenewswire.com

To: w0z who wrote (25398)	10/27/2025 4:22:25 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Respond to of 27055

Coherent Exhibits CPO-Enabling Photonics for AI-Scale Networks at NVIDIA GTC DC 2025 SAXONBURG, Pa., Oct. 27, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, will exhibit at Booth 525 during NVIDIA GTC DC 2025, taking place October 28 – 29, 2025, showcasing its latest innovations in co-packaged optics (CPO) and the company’s broad portfolio of CPO-enabling technologies, including lasers, precision optics and detectors, as well as thermal control solutions. Coherent’s debut at NVIDIA GTC DC underscores its commitment to innovation and leadership in advancing photonic technologies that power the rapidly evolving AI infrastructure and form the foundation of next-generation high-speed photonics. As an integral part of the AI ecosystem, Coherent supports scale-up, scale-out, and scale-across connectivity through its vertically integrated capabilities, diversified portfolio, deep photonics expertise, and strong U.S. manufacturing footprint. “As AI infrastructure expands at unprecedented speed, the ability to scale efficiently across compute and interconnect layers becomes critical,” said Dr Sanjai Parthasarathi, Chief Marketing Officer at Coherent. “Our CPO-enabling photonics portfolio positions Coherent at the forefront of this transformation, helping customers achieve higher performance, lower power, and greater reliability in AI-scale networks.” Connect with our team at Booth 525 to explore how Coherent is enabling the future of AI-scale optical networking. About Coherent Coherent is the global photonics leader. We harness photons to drive innovation. Industry leaders in the datacenter, communications, and industrial markets rely on Coherent’s world-leading technology to fuel their own innovation and growth. Founded in 1971 and operating in more than 20 countries, Coherent brings the industry’s broadest, deepest technology stack; unmatched supply chain resilience; and global scale to help its customers solve their toughest technology challenges. For more information, visit us at coherent.com. Media Contact: innovations@coherent.com

To: w0z who wrote (25398)	11/14/2025 10:41:31 AM
From: Kirk ©	1 Recommendation Recommended By toccodolce Read Replies (1) \| Respond to of 27055

POET: Did you take profits after this post of my congratulations after nearly a double? Kirk's Market Thoughts Message Board - Msg: 35288701 Congrats to Woz for recommending POET here about a year ago and now it is approaching a double. It is back into the range you were originally recommending it here. This could be an interesting place for some COHR profit taking dollars... No position for me. Usually bear markets begin when I get too greedy putting profits into speculations too close to tops, so I've learned to be more cautious but for anyone younger...