Broadcom → Coherent

Yes, wafergraph tracks Broadcom as a supplier of Coherent, as of 2026-09-16. Coherent sources from 3 tracked suppliers in this dataset; Broadcom is positioned as a leader in Design (Fabless), so this edge is harder to replace than a challenger or niche supplier.

Data as of 2026-09-16 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here

Why this edge matters

Broadcom (leader in Design (Fabless)) is a tracked supplier of Coherent (major in Distribution & Misc). Networking silicon leader and main designer of hyperscaler custom AI chips. Photonics conglomerate: optical transceivers, lasers, SiC materials. The edge is one of 3 tracked suppliers of Coherent and one of 45 tracked customers of Broadcom.

Source: derived from both company records and the counted edges.

Concentration / risk note

Broadcom is positioned as a leader in Design (Fabless), so this edge is harder to replace than a challenger or niche supplier. Coherent has only 3 tracked suppliers in this dataset. Concentration on the supplier side is high.

Basis: supplier position, few suppliers. Omitted on edges where the graph does not back a concentration claim.

The two companies

Broadcom (supplier)

Networking silicon leader and main designer of hyperscaler custom AI chips.

Coherent (customer)

Photonics conglomerate: optical transceivers, lasers, SiC materials.

Other tracked suppliers of Coherent

Other tracked customers of Broadcom

Cite as: wafergraph, “Broadcom → Coherent — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/broadcom/coherent/ (data as of 2026-09-16).

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