To meet surging demand from AI and datacenter customers, Coherent is expanding its indium phosphide production capacity in Sherman, Texas.
Filing excerpt
We are investing in manufacturing capacity for the Datacenter and Communications markets, including expanding our indium phosphide capacity in Sherman, Texas, to address our increased customer demand and industry-wide shortage.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
Regions named
sec-10kmarketExpansionGet every 10-K signal for Coherent and the companies you sell to, in the tools you already use.
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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/4a67dd16-4afa-41a1-a0ce-c3e62f9ae40c returns this record as JSON. POST /v1/companies/enrich returns every signal for coherent.com.
{
"signal_id": "4a67dd16-4afa-41a1-a0ce-c3e62f9ae40c",
"signal_type": "sec-10k",
"signal_subtype": "marketExpansion",
"detected_at": "2026-08-18T07:04:25.458+00:00",
"company": {
"name": "Coherent",
"domain": "coherent.com"
},
"data": {
"detail": "To meet surging demand from AI and datacenter customers, Coherent is expanding its indium phosphide production capacity in Sherman, Texas. This capacity expansion project requires investment in specialized equipment, construction, labor, and supply chain logistics, creating opportunities for related vendors.",
"metrics": {
"timeframe": "current_year",
"dollar_context": "Significant investments to expand production capacity"
},
"summary": "Coherent making significant investments to expand US manufacturing capacity for AI and datacenter markets.",
"excerpts": "We are investing in manufacturing capacity for the Datacenter and Communications markets, including expanding our indium phosphide capacity in Sherman, Texas, to address our increased customer demand and industry-wide shortage.",
"relevance": 0.9,
"sentiment": "positive",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/820318/000082031826000020/iivi-20260630.htm",
"filing_date": "2026-08-14",
"filing_year": 2026,
"fiscal_year_end": "06/30",
"sales_relevance": "Scaling infrastructure needed",
"signal_category": "market",
"regions_mentioned": [
"United States",
"Sherman, Texas"
],
"technologies_mentioned": [
"AI",
"indium phosphide",
"datacenter"
]
}
}
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