Coherent
Working knowledge base on Coherent Corp. — NYSE: COHR · CIK 0000820318. Primary-sourced notes on the merchant InP EML/VCSEL duopoly partner to Lumentum, the II-VI legacy + Finisar (2019) + Coherent Inc. (2022) consolidation, and the Mar 2 2026 NVDA $2B common-stock investment.
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Executive summary
Coherent Corp. (formerly II-VI Incorporated; renamed September 8 2022 after the $7.01B Coherent Inc. acquisition closed July 1 2022) is a US-domestic vertically-integrated optical-and-laser components leader headquartered in Saxonburg, Pennsylvania. Trades on NYSE (COHR, CIK 0000820318) and files Form 10-K annually + 10-Q quarterly + 8-K event-driven; insider transactions report on Form 4 in real time. CEO Jim Anderson joined June 3 2024 from Lattice Semiconductor.
Coherent operates across Networking (datacom + telecom InP source lasers, transceivers, ROADMs/wave-shapers, fiber-laser components), Materials (SiC and other compound-semiconductor substrates), and Lasers (industrial fiber lasers, life-sciences instrumentation). The thesis-anchor event is the March 2 2026 NVIDIA $2B common-stock investment — paired with NVDA’s parallel $2B Series A Convertible Preferred investment in Lumentum the same day, structurally preserving the merchant InP EML duopoly. Coherent sits adjacent to LWLG, Tower, GlobalFoundries, and Marvell in the AI-photonics value chain.
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