8 Equity Research U.S. Semiconductors & Semiconductor Capital Equipment 24 September 2026 U.S. Semiconductors & Semiconductor Capital Equipment ECOC Takeaways: Mixed Bag of Technologies as Customer Roadmaps Diverge We spent our time walking the booths and meeting with companies. Please see our takeaways below. Volume CPO timing is aligning more with the turn of the decade (if not later) and NPO solutions are starting to fill in the gap. We think that, like CPO, the "late 2027" that many are quoting in indus ...

J P M O R G A N North America Equity Research 28 September 2026 Hardware & Networking Takeaways from J.P. Morgan U.S. All Stars Conference 2026 We hosted investor meetings with Cisco, as well as investor meetings and a fireside chat with Coherent, at the J.P. Morgan U.S. All Stars Conference in London. Overall discussions across the event focused on the accelerating AI-driven data center buildout, including hyperscaler demand, next-gen networking and optical infrastructure, technology transitions, and the c ...

J P M O R G A N North America Equity Research 13 October 2026 Coherent Corp Takeaways From PhotonLink Follow-Up Discussion With Management We attended a follow-up call on PhotonLink, which was announced at ECOC (see takeaways note here), hosted by Coherent's EVP of Optical Components and CTO, Dr. Julie Eng, and EVP of Semiconductor Devices, Dr. Beck Mason. Key takeaways include: Overweight COHR, COHR US Price (12 Oct 26):$288.02 IT Hardware/ Telecom & Networking Equipment Joseph Cardoso AC (1-212) 622-9036 ...