Germanium-Free EOM Yields Sub-1µs Pulses at 300W for CO₂ Via Drilling
Coherent launched a germanium-free electro-optic modulator delivering sub-1µs pulse generation with sub-200ns rise/fall times at up to 300W for CO₂ laser via drilling, addressing germanium scarcity. A 1,000W version is in alpha testing and standard 300W units are available for order, targeting semiconductor OEMs.
1. Coherent Unveils AxioView™ Imaging Fiber Assemblies
Coherent today introduced its AxioView™ imaging fiber assemblies for use in optical coherence tomography (OCT), near-infrared spectroscopy (NIRS) and multimodal catheter-based systems. Engineered for cardiovascular, neurovascular and gastrointestinal procedures, AxioView™ supports high-resolution imaging with catheter-ready geometries including ball-tip, side-fire and chisel distal ends. The product is manufactured in Coherent’s ISO 13485-certified facilities, enabling consistent optical performance from prototype through annual production volumes exceeding 100,000 units. Customers will begin evaluations this month at Photonics West 2026 in San Francisco, with integration into new medical OEM platforms expected to accelerate development timelines by up to 30%.
2. New Germanium-Free EOM Sets Benchmark for CO₂ Laser Via Drilling
Coherent’s newly released electro-optic modulator (EOM) delivers sub-microsecond pulse generation at laser powers up to 300 W without relying on germanium. The unit achieves rise and fall times below 200 ns and pulses shorter than 1 µs, addressing supply constraints and performance demands in semiconductor via drilling. Coherent will offer a 1,000 W alpha-prototype version later this quarter. By eliminating diffractive beam angles inherent to acousto-optic modulators, the EOM simplifies optical alignment and reduces system footprint by 25%. This solution is the only commercial germanium-free ultra-fast modulator on the market, positioning Coherent to capture a projected 40% share of the high-speed laser switching segment by year-end.
3. AI-Driven Growth Fuels Revenue and Margin Expansion
Coherent’s data-center laser shipments rose 45% year-over-year in the latest quarter, driven by AI accelerator adoption in hyperscale facilities. Revenue from AI-connected photonics climbed to 28% of total sales, up from 18% in the prior year, while gross margins expanded by 220 basis points to 43.6%. Operational leverage from higher volume deliveries and factory utilization above 85% contributed to these gains. Management forecasts AI-related revenue will exceed $350 million in fiscal 2026, supporting an 8–10% organic growth outlook and maintaining free cash flow conversion above 90%. Investors are monitoring backlog levels, which stood at $420 million at quarter-end, for indications of sustained demand.
4. Forbes Honors Coherent on America’s Best Companies List
Coherent was named to Forbes’ 2026 America’s Best Companies ranking, which evaluates firms on financial performance, customer trust, long-term growth indicators and employee sentiment. The company scored in the top 5% for corporate reputation and placed in the top decile for two-year total shareholder return. Employee survey responses highlighted career development and inclusive culture, with a 92% positive rating for leadership communication. Coherent’s inclusion underscores its balanced strategy of innovation across medical, industrial and data-center markets, reinforcing confidence in its long-term growth trajectory.