COHR

2 Articles 1 Followers

Co-Packaged Optics

6 Oct 2026 1 minute read 0 comments Perfectionist25 $0.60

Jefferies’ new forecasts illustrate the potential scale of growth in optical connectivity within AI infrastructure. Jefferies projects that the AI transceiver market will approach 180 million units by 2027. Of this total, approximately 90 million u...

Optical Memory is New Memory

24 Aug 2026 1 minute read 0 comments Perfectionist25 $0.34

If last year's value chain business was the memory sector, the optics sector is starting to take shape towards 2027. This week he supported that thesis with both a printed example and a policy catalyst. $AAOI | Applied Optoelectronics increased reven...