Coherent supply chain risk
As of 2026-09-05, Coherent depends on 3 tracked suppliers headquartered in 2 countries (2 of them in the United States). 1 of those suppliers hold a monopoly or leader position in their own segment, led by Broadcom. Coherent itself carries a supply-chain criticality score of 68/100, with 235 tracked companies downstream of it.
Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- Broadcom — leader in Networking Silicon, United States
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- United States — 2 suppliers (67%)
- Thailand — 1 supplier (33%)
All 3 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| Broadcom | Networking Silicon | leader | United States | 81/100 |
| Lumentum Holdings | Photonics & Optics | major | United States | 68/100 |
| Fabrinet | Photonics & Optics | major | Thailand | 68/100 |
Downstream exposure
- Criticality score: 68/100
- Companies downstream of Coherent: 235
- Tracked market cap downstream (priced companies only): $34.63T across 149 priced companies
Cite as: wafergraph, “Coherent supply chain risk — 3 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/coherent (data as of 2026-09-05).
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