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Coherent Breaks Ground on Expanded Texas Facility, Scaling AI's Optical Backbone

Coherent has broken ground on an expanded manufacturing facility in Sherman, Texas, scaling production of the lasers, optical components, and compound semiconductors that physically interconnect AI systems. The Sherman campus hosts what Coherent describes as the world's first 6-inch indium phosphide wafer fabrication line, a key enabler of high-speed optical transceivers for GPU clusters. The expansion reflects surging demand for optical networking components as AI infrastructure buildouts strain existing supply chains.