VPG Follow-Up Meeting: Discussing the Optics Opportunity

Discussing optics, semiconductor test, humanoid robotics, and DTS businesses

9 Ventures | IR follow-up notes, August 17, 2026

I went back to $VPG with the questions that came out of my last piece, mostly around the co-packaged module language, the two flagship humanoid customers, and whether the semi test strength is as good as the bookings implied. I got answers on all three.