Today: 15 April 2026
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

  • Microchip Technology Stock Gains 11.4%, Long-Term Financials Signal Caution
    April 14, 2026, 8:10 PM EDT. Shares of Microchip Technology (MCHP) have surged 11.4% over six months, outperforming the S&P 500 by 8.8 points following a solid quarterly report. However, long-term financials tell a mixed story. Revenue shrank at a 3.8% annual rate over five years while earnings per share plunged 17.7% yearly, indicating cost management challenges amid weakening demand. Free cash flow margin contracted by 15.9 percentage points to 18.8%, highlighting pressure on profitability. The stock trades at a forward price-to-earnings ratio of 29.3, reflecting high market optimism. Investors should weigh strong recent performance against fundamental risks and consider if better opportunities exist elsewhere.

Latest article

American Airlines Stock Jumps After United CEO Floats White House Merger Pitch

American Airlines Stock Jumps After United CEO Floats White House Merger Pitch

15 April 2026
American Airlines shares rose about 8% Tuesday after Reuters reported United Airlines CEO Scott Kirby discussed a possible merger with American in February during a meeting with President Trump. The combined airline would control about 40% of U.S. domestic flying capacity, raising antitrust concerns. No formal talks have been confirmed. Both airlines declined to comment.
Broadcom Stock Gets Fresh Meta AI Lift as Duolingo Stock Falls on Growth Fears

Broadcom Stock Gets Fresh Meta AI Lift as Duolingo Stock Falls on Growth Fears

15 April 2026
Broadcom shares rose after Meta announced a multi-year AI chip partnership, committing to over 1 gigawatt of custom silicon through 2029. Duolingo fell 2.2% as investors reacted to slower growth and weaker earnings forecasts. The Nasdaq gained 2% Tuesday. Broadcom also recently secured chip deals with Google and Anthropic.
S&P 500 Nears Record as Iran Talk Hopes Sink Oil, Lift Dow and Nasdaq in Earnings Rush

S&P 500 Nears Record as Iran Talk Hopes Sink Oil, Lift Dow and Nasdaq in Earnings Rush

15 April 2026
U.S. stocks surged Tuesday, with the S&P 500 nearing its January record as oil prices fell and hopes rose for renewed U.S.-Iran talks. The Nasdaq gained about 2%, marking its longest winning streak since 2021, while the Dow climbed nearly 318 points. Producer prices rose less than expected in March. BlackRock and Citigroup reported strong quarterly results.
LiveScore Revenue Tops £200 Million, but UK Gambling Tax Shock Threatens Profit Push

LiveScore Revenue Tops £200 Million, but UK Gambling Tax Shock Threatens Profit Push

14 April 2026
LiveScore Group’s turnover rose 15.3% to £206.3 million for the year ended March 2025, with operating loss nearly halved to £26.7 million, according to UK filings. The results come days after Britain raised Remote Gaming Duty to 40%, a move expected to add £20–25 million to LiveScore’s UK tax bill. UK revenue climbed 26% to £175.6 million. Virgin Bet launched in South Africa on March 30.
Intel’s surprise 18A rethink: Tan opens door to outside customers as Intel shares rise
Previous Story

Intel’s surprise 18A rethink: Tan opens door to outside customers as Intel shares rise

JPMorgan’s Dimon warns banks could be targets as Iran war raises cyberattack fears
Next Story

JPMorgan’s Dimon warns banks could be targets as Iran war raises cyberattack fears

Go toTop