tech
Coherent & NVIDIA: Powering the AI Factories of the Future
Coherent, driven on by NVIDIA's US$2bn investment in the company, is scaling up light-speed semiconductor manufacturing at its Texas plant
TL;DR
- Coherent is expanding its 6-inch indium phosphide (InP) fabrication plant in Sherman, Texas.
- NVIDIA has invested US$2 billion in Coherent to secure supply and advance US-based manufacturing.
- The expansion aims to scale production of InP wafers, essential for high-speed data transfer in AI systems.
- The project is expected to create over 1,000 jobs, including more than 550 advanced manufacturing, engineering, and technical roles.
- Coherent received a US$50 million federal CHIPS Act grant and regional support for the expansion.
- The expansion will double manufacturing space and quadruple wafer production capacity.
- NVIDIA CEO Jensen Huang highlighted the site's strategic importance for AI and US reindustrialization.
- Silicon photonics, enabled by Coherent's technology, is presented as the solution for connecting massive GPU clusters in AI factories.