Coherent - Laser specialist benefits massively from AI boom thanks to the transceiver segment!

Business Driver: Laser specialist Coherent (CHRT) is likely to benefit in the medium term primarily from rising investments in chip and semiconductor manufacturing, especially since they offer suitable high-end laser systems. Promising growth opportunities are also indicated for Coherent due to its strong positioning in data transmission equipment and components such as optical transceiver solutions, where excellent growth prospects exist thanks to the AI boom. As hyperscalers continue to invest heavily in expanding their network capacities, the...