AN ANET Arista Networks, Inc. Loading... : Bullish and Bearish Analyst Opinions

6-inch indium phosphide capacity ramp is ahead of schedule; the goal of doubling internal capacity will be reached one quarter earlier than planned, and capacity will more than double again by end of calendar 2027. — Resolution of the industry-wide InP constraint is a critical gating factor for 1.6T transceiver and CPO volumes, and Coherent's early ramp enables share gains at the expense of competitors reliant on external InP supply.