24/7 Wall Street
12 Jul 2026, 13:00 UTC · 2h ago
These 5 Optical Chip Stocks Are Cashing in on AI Data Center Bandwidth
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
12 Jul 2026, 13:00 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Coherent's Datacenter & Communications segment revenue surged 40.6% year-over-year to $1.362 billion, now representing 75% of total company revenue. — Strong revenue growth and a massive shift in business mix toward AI infrastructure confirm high demand for optical transceivers from hyperscalers.
+0.80Fabrinet nearly doubled its capex to $63.76 million year-over-year, signaling a significant expansion in manufacturing capacity for high-speed optical transceivers. — Aggressive capex increases by a primary contract manufacturer for NVIDIA and AWS indicate strong forward demand and utilization of optical networking hardware.
+0.70POET Technologies expects to ship over 30,000 optical engines in 2026 and has secured $430 million in cash to fund the production ramp. — Transitioning from speculative to commercial production with adequate funding reduces execution risk for a high-growth micro-cap player.
+0.60Continue reading
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Top 3 movers · tap to explore
nLIGHT reported a 161% beat on Q1 EPS and 55% revenue growth, driven by defense laser technology with potential applications in AI data centers. — Significant earnings beats and revenue growth suggest strong momentum and optionality in diversifying into AI infrastructure.
+0.50IPG Photonics' emerging growth products now account for 53% of revenue, with book-to-bill remaining above one for two consecutive quarters. — Successful pivot from legacy industrial welding toward new growth sectors indicates a potential valuation re-rating.
+0.40Which stocks this story touches
Significant growth in its datacenter segment and strong guidance as a leading merchant supplier for AI infrastructure.
Consistent EPS beats and a doubling of capex indicating strong hyperscaler demand for optical manufacturing.
Strong revenue growth, significant beat on estimates, and a funded ramp for 800G optical engine production.
Revenue growth, a new share buyback program, and strategic pivot toward datacenter photonics and defense.
Mentioned as a global giant investing in EnergyX, but not the focus of the article.
[a_to_b] NVIDIA provided a $2 billion investment to Coherent tied to US manufacturing.
[a_to_b] Fabrinet is the contract manufacturer for NVIDIA's networking silicon.
[mutual] Both companies provide optical components and transceivers for hyperscale data centers.
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