mapping the chain…
Ticker
COHRCOHERENT CORP.
NYSE
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Delayed market data for orientation only — verify before relying on it.
Event exposure history (6 maps)
- semis7224 Jun 2026
Amazon to Sell Trainium AI Chips Externally, Challenging Nvidia
benefitsModeratein Networking & Interconnect7d -5.0%30d -27.0%“AI cluster optical transceivers scale with every new Trainium node deployed at external DCs.”
- ai8817 Jun 2026
Apollo & Blackstone Close $35B Private Credit Deal for Anthropic Compute
benefitsModeratein Networking & Interconnect7d +1.2%30d -27.5%“Coherent supplies optical transceivers enabling 400G/800G interconnects inside AI data centers.”
- semis8217 Jun 2026
Nvidia Invests $2B in Marvell, Expands AI Datacenter & Optical Interconnect Partnership
benefitsStrongin Optical Components & Photonics Supply Chain7d +1.2%30d -27.5%“Coherent supplies EMLs and transceivers directly into optical interconnect modules Marvell designs around.”
- ai7216 Jun 2026
Cerebras Lands Multi-Billion OpenAI Deal & Amazon Partnership
benefitsModeratein Networking, Interconnect & Memory7d -7.8%30d -33.4%“Optical transceivers connecting AI compute clusters scale with every major data center AI deployment.”
- semis7212 Jun 2026
Microsoft Unveils Majorana 2 Quantum Chip, Targets Commercial Viability by 2029
benefitsSpeculativein Sleeper Plays7d +0.3%30d -20.8%“Coherent makes compound semiconductor wafers (InP, GaAs) that share substrate technology with quantum chips.”
- ai7211 Jun 2026
Amazon borrows $17.5B from banks to fund AI infrastructure buildout
benefitsModeratein Networking, Fiber & Interconnect7d +7.2%30d -10.7%“Coherent makes optical transceivers that are the connective tissue inside every AI data center.”
Educational analysis only — not financial advice.