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Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T
5 March 2026
2 mins read

Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

NEW YORK, March 4, 2026, 18:29 EST

  • Coherent is rolling out its CHR1074, a quad TIA rated at 224Gbps and targeting 800G and 1.6T optical transceivers. Samples are available as of this day.
  • The CEO and CFO said the fresh funding linked to the Nvidia partnership is earmarked for boosting capacity, with Sherman, Texas, at the top of the list.
  • Coherent is prepping product demos and executive presentations in the run-up to OFC 2026, set for Los Angeles.

Coherent Corp (COHR.N) rolled out its 224Gbps quad-channel transimpedance amplifier on Wednesday, zeroing in on the push for 800G and 1.6T optical transceivers powering AI and cloud data centers. The CHR1074, as the company calls it, snaps back to full performance in just 50 nanoseconds after an idle period, according to Coherent. Samples are already shipping, while the company expects to ramp up broader availability by the end of next quarter. “AI-driven infrastructure is redefining performance and power requirements across the optical interconnect ecosystem,” said Beck Mason, executive vice president for semiconductor devices at Coherent. GlobeNewswire

The reason this matters right now? Data center pipes are reaching their limits. With AI clusters getting larger, operators are already pressing past 400 gigabits per second—chasing 800G and even 1.6 terabits per second—to shuttle data between servers, shaving down both power use and latency.

Demand is tilting toward faster electronics in optical modules, as well as toward architectures that snap out of power-saving states in a hurry. Coherent is chasing both: it’s in the chips packed inside transceivers, and also in the test equipment that checks system performance.

At Morgan Stanley’s technology conference this Tuesday, Coherent CEO Jim Anderson outlined what he called two “main components” in the company’s expanded partnership with Nvidia: “an equity portion” and a “multi-billion dollar” R&D and supply chain side. CFO Sherri Luther flagged the “first priority” as boosting capacity, highlighting ongoing work at Coherent’s Sherman, Texas facility focused on CPO, or co-packaged optics. That tech puts optical engines right beside a compute or switch chip to trim power use and shrink connection lengths. Investing.com

Coherent on Wednesday rolled out the WaveMaker 4000A, a programmable tool for shaping optical test signals across the “Super C-Band” that’s crucial for long-haul fiber networks. The system is targeted at DWDM testing—dense wavelength division multiplexing, a method that crams multiple light wavelengths into a single fiber for greater bandwidth. Coherent expects to ship with an eight-week lead. “The WaveMaker really helps to speed up system testing as well as reducing cost-of-test,” said Dr. Ralf Stolte, a senior sales and marketing manager for the company’s optical communications test gear. GlobeNewswire

Coherent is stepping up its presence on the conference scene. According to the company, top executives and technical staff will have key roles at OFC 2026 in Los Angeles, slated for March 15–19. CTO Julie Eng, in particular, is set for a plenary session focused on optical technologies for AI and data-center networks. The company plans to unveil new products at booth 1401.

Coherent builds lasers, optical parts, and chips for communications gear and datacenter machines. Its silicon photonics effort—shifting data links onto silicon using light—aims to cut the heat and power demands that rise when copper wiring is pushed to faster speeds.

Pressure’s building in the sector. Nvidia inked separate supply agreements with both Coherent and competitor Lumentum, each involving a $2 billion investment and binding them to multi-billion-dollar purchase deals, according to optics.org. Lumentum, the report added, is moving ahead with construction on a fresh device fab, while Coherent’s boosting manufacturing capacity in the U.S.—both firms are current suppliers for Nvidia’s Spectrum-X switches.

Still, going from a press-release spec sheet to real-world, large-scale deployment rarely goes smoothly. The leap to 224Gbps electronics and 1.6-terabit modules isn’t just about speed—it introduces fresh power and heat hurdles. Standards might also move, leaving customers holding out for whatever platform comes next.

Coherent touts fast link recovery, more precise power management, and lab gear designed to lighten the testing load. The real test comes at OFC later this month—will customers bring purchase orders, or just swing by the booth?

Stock Market Today

  • Citi Raises Broadcom Price Target to $500, Highlights AI Revenue Growth Through 2028
    May 13, 2026, 1:15 PM EDT. Citi analyst Atif Malik raised Broadcom's stock price target to $500 from $475 ahead of the company's Q2 fiscal 2026 earnings, citing stronger AI demand and improved earnings visibility. The $500 target is based on a 20 times price-to-earnings ratio of Citi's fiscal 2028 EPS estimate of $25. Citi projects AI revenue to grow from 49% of Broadcom's sales currently to 81% by 2028. Sales from major customers Google and Anthropic are forecasted to drive AI revenue to $180 billion by 2028. Broadcom's position in providing custom AI accelerators and high-speed networking chips, essential in AI data centers, differentiates it from Nvidia, making it a top semiconductor pick for 2026 according to Citi.

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