On September 28, Coherent fell 3.18% in regular trading, trading at 287.56 USD/share, with turnover of approximately $233 million. The prior rebound fueled by the $11.6 billion Akamai-Anthropic cloud computing agreement failed to sustain momentum.

On the news front, optical communications supply chain companies have recently announced a wave of capacity expansion plans, intensifying market concerns over a volume-up, price-down dynamic. According to institutional forecasts, the average selling price of 800G optical modules is expected to decline from approximately $440 to $314 by 2028, while 1.6T modules may fall from around $798 to $600. Industry-wide ASP growth hinges on product mix upgrades toward higher-speed modules rather than unit price increases. Over ten optical communications firms disclosed expansion projects during Q3, with aggregate investment totaling roughly $5.5 billion, raising fears of potential overcapacity.

Within the Electronic Components sector, the overall tone was weak. Among peers, Corning fell 2.68%, Vishay Intertechnology fell 3.38%, Littelfuse fell 0.18%, while Amphenol and Rogers were roughly flat.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)