Analyst
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Wupen Yuen has spoken on 5 earnings calls across 1 company, most recently for Lumentum Holdings Inc. on May 5, 2026. The companies whose calls Wupen Yuen spoke on are classified in the Technology sector.
“So first of all, the pump lasers actually goes into the optical amplifiers, right? We call it inline amplifiers at the sites. And that's where a lot of the traffic and then the density has to really increase to get the traffic through.”
“So, you know, on the trans-C1.6T products, there are still really, by and large, two groups of applications. One group requires WDM-based solutions. One group requires basically a parallel fiber-based solutions.”
“I think that's a business we've had for the last 10, 15 years as a company. And then, you know, the challenge is ramping that laser capacity up is not easy. And we have actually mastered that over the last 10 years or so. and you can see from our continuous progress in our revenue quarter over quarter.”
“I think it's really important to keep in mind that there's no transition down and up kind of situation. It's layered on top of. So AM2G is running very, very strong.”
“We just won a couple of customers at CPU lasers, as Michael pointed out. As our fast capacity continue to be ramping up, we would like to be able to play in that market, which increased our SAM.”
Communication Equipment · Technology
