### @LITE — Confirmed — from the Q2 and Q3 FY2026 earnings calls; forward figures are management's framing
Look, four-hundred-milliwatt UHP lasers — not something many people can do, right? Multi-hundred-million order, material shipments inflecting H2 twenty twenty-six, first scale-up CPO shipments late twenty twenty-seven, you know? ELS module, two to two and a half times content, more convincing shorter path to market, I mean. Fifth fab Greensboro, not in our numbers, online twenty twenty-eight — six quarters to meaningful contribution, if we execute properly could add greater than five billion incremental from CPO scale-up. Forward projections, not reported results.
- tier: Confirmed (✓)
- source: LITE / CPO, the ELS module, and a fifth fab
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-lite-src-lite-cpo-els-greensboro-ingest
- posted: 2026-07-19T23:20:28.156Z