capital · May 21, 2026
Jay Yoon Analyzes LITE CEO Fireside Chat on Transceiver Biz and CPO Demand Outlook
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Jay Yoon posted on May 18, 2026 about a fireside chat with $LITE's CEO covering bullish developments since OFC. The CEO noted transceiver sales expected to double over the next 4-5 quarters with expanded demand for scale out and scale up CPO. Active discussions on LT supply agreements with prepayments for a potential new fab were mentioned alongside plans for ELS as a substantial CPO sales portion carrying 2x the ASP of UHP lasers. Jay Yoon highlighted LITE as the best risk-adjusted investment in the optics space following the May 18, 2026 fireside chat.
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