https://k4i.com/tags/indium-phosphide/ Recent content in Indium Phosphide on k4i.com Hugo en-us Wed, 17 Jun 2026 00:00:00 +0000 https://k4i.com/lumentum-vs-coherent-one-ai-optics-thesis-two-multiples-28x-sales-against-12x/ Wed, 17 Jun 2026 00:00:00 +0000 https://k4i.com/lumentum-vs-coherent-one-ai-optics-thesis-two-multiples-28x-sales-against-12x/ <p>Lumentum (NASDAQ: LITE) and Coherent (NYSE: COHR) are the two Western names every AI-optics conversation eventually circles back to. Both have been pulled out of telecom-cyclical obscurity and re-rated into large-caps by the same force: NVIDIA&rsquo;s data-center buildout and its need to move colossal amounts of data between accelerators with optics instead of copper. Both took a $2 billion equity investment from NVIDIA in March 2026, the identical capital-plus-purchase-commitment template, on the same day the company committed to locking in its photonic supply chain.</p>