"Bottom line: TSMC just gave me even more conviction that Coherent is on the right side of a multi-year infrastructure buildout. Their optics are mission-critical for AI-scale networking, and we’re only getting started. The $10B revenue trajectory by 2027? Still very much in play."
AI Chips Need AI Pipes — Coherent Is Selling the Pipes
TSMC’s Blowout Q3 Just Lit Another Fire Under My Bull Case for COHR
October 16, 2025
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