customerScore 75/100Research
Coherent CPO ramping on schedule with NVIDIA-linked CW lasers shipping in December quarter; no push-outs, demand pulled in
“Our Texas facility has also begun ramping our ultra high power CW laser for CPO solutions. Including those covered by our NVIDIA partnership. With revenue expected to begin ramping in Q2... we have seen absolutely no push out of CPO demand. In fact, it is been the opposite... that ramp is even faster than what we thought say, 3 months ago.”
Why it matters
Directly rebuts market concerns about CPO delays and confirms a named NVIDIA supply relationship with revenue timing (December quarter), a concrete data point on the copper-to-optical scale-up transition.
Investment implication
Bullish for COHR as an early CPO content winner ($15B incremental TAM claimed); suggests NVIDIA ecosystem optical adoption is on track, relevant to CPO/optical interconnect chain (COHR, Lumentum, TSMC's CPO packaging work).