indium phosphide
Coverage of indium phosphide in the Nexus archive.
- Why Coherent’s CEO believes in giving people room to fail
Coherent's CEO Jim Anderson has driven a 350% stock increase since 2024, leveraging AI-driven demand for photonics technology. The company secured a $2B Nvidia investment and is expanding manufacturing in Texas, though indium phosphide shortages remain a challenge. Anderson emphasizes innovation and operational improvements to match rapid growth.
- Nvidia-backed optics vendor to boost wafer output by 4x to meet AI interconnect demand
Nvidia-backed photonics vendor Coherent plans to quadruple indium phosphide (InP) wafer production at its Sherman, Texas, facility to meet rising AI interconnect demand. The expansion, funded by $650 million including Nvidia's $2 billion investment and government grants, aims to double the factory's size and create 1,000 jobs. Nvidia has also invested in Lumentum and Marvell to bolster optical component supply chains for AI systems.