Coherent → Celestial AI

Yes, wafergraph tracks Coherent as a supplier of Celestial AI, as of 2026-10-09. Celestial AI sources from 3 tracked suppliers in this dataset; Celestial AI has only 3 tracked suppliers in this dataset. Concentration on the supplier side is high.

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Data as of 2026-10-09 · 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

Coherent (major in Distribution & Misc) is a tracked supplier of Celestial AI (challenger in Distribution & Misc). Photonics conglomerate: optical transceivers, lasers, SiC materials. Optical interconnect (Photonic Fabric) startup for AI; being acquired by Marvell (definitive agreement announced, expected close ~Q1 CY2026). The edge is one of 3 tracked suppliers of Celestial AI and one of 23 tracked customers of Coherent.

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

Concentration / risk note

Celestial AI has only 3 tracked suppliers in this dataset. Concentration on the supplier side is high.

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

The two companies

Coherent (supplier)

Photonics conglomerate: optical transceivers, lasers, SiC materials.

Celestial AI (customer)

Optical interconnect (Photonic Fabric) startup for AI; being acquired by Marvell (definitive agreement announced, expected close ~Q1 CY2026).

Other tracked suppliers of Celestial AI

Other tracked customers of Coherent

Frequently asked questions2
How many suppliers does Celestial AI have?
The dataset records 3 tracked suppliers for Celestial AI.
How many customers does Coherent have?
The dataset records 23 tracked customers for Coherent.

Cite as: wafergraph, “Coherent → Celestial AI — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/coherent/celestial_ai/ (data as of 2026-10-09).

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