6月17日，COHERENT夜盘上涨3.08%，报390.52美元/股，成交额654.37万美元。消息面上，英伟达CEO黄仁勋与Coherent CEO吉姆·安德森共同出席得克萨斯州Sherman磷化铟工厂扩建奠基仪式，该项目聚焦6英寸磷化铟晶圆与光互连产能，扩建后生产面积翻倍、晶圆产能提升四倍。同时公司宣布获得CHIPS法案5000万美元专项补贴。
英伟达此前已向公司投资20亿美元并签署长期采购协议，Coherent谢尔曼6英寸产线相较行业主流3、4英寸产线，单批次器件产出大幅增加、单位制造成本下行，可适配英伟达共封装光学交换机激光配套需求。机构预测AI数据中心对磷化铟需求年复合增长率将达85%，公司作为全球首个6英寸磷化铟量产厂商，产能扩张进一步确立龙头地位。同板块康宁同日上涨2.2%，板块整体企稳对个股形成支撑。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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