The firm downplayed fears of rapid displacement by co-packaged optics (CPO), expecting alternative packaging to first impact back-end networks while transceivers remain dominant through the decade.

Coherent Corporation (COHR) The first optical transceiver stock we’ll look at ... Despite our view that CPO (co-packaged optics) is ways away, it is worth noting that LITE has an opportunity ...

Applications such as optical transceivers, silicon photonics (SiPh), and co-packaged optics (CPO) rely on high-performance materials from compound semiconductors. Additionally, time-of-flight (ToF ...

CEO Jim Anderson highlighted a record revenue of $1.43 billion for Q2 2025, an increase of 6% sequentially and 27% year-over-year, driven by AI-related datacom transceiver growth, telecom recovery ...