AAOI's In-House Lasers Key to Datacenter Optics, Addressing Shortage Through 2027영어 원문

With scarce US-made laser supply, AAOI grows indium phosphide lasers in Texas, posting 86% latest-quarter growth on 14x sales to address industry bottleneck

Brokerage compares AAOI vs Fabrinet, noting supply constraints amid AI data center demand영어 원문

Zacks notes AAOI's supply constraints despite surging 800G demand in comparison with Fabrinet.

Institutional Investor Cuts AAOI Stake영어 원문

Engineers Gate reduces holdings by 18,999 shares, down 65.8%

AAOI Drops Below $100, Retail Traders Call It a Dip Buy영어 원문

Multiple independent X users note AAOI below $100 and view it as a buying opportunity, reflecting market attention

AAOI's In-House Lasers Fill 200G EML Capacity Gap Through 2027영어 원문

200G/lane EML laser capacity is booked through 2027; AAOI's vertical integration provides unique advantage

8-K: 중요 계약 체결, 신규 채무 발생

Goldman Sees AI Optical TAM at $154B by 2028; AAOI Key Beneficiary영어 원문

Third-party research reinforces high-growth optical module outlook for AAOI

8-K: 중요 계약 체결

AAOI Dips 46% in Three Months on Capacity Constraints and Supply Shortages영어 원문

Zacks reports production capacity constraints and component shortages despite robust AI demand, pressuring shares near-term

1.6T Transceiver Market Projected at $39B by 2030; AAOI Sole Vertically Integrated Challenger영어 원문

Forecasts keep rising, AAOI is the only vertically integrated player with capacity booked through Q2 2027

8-K: 중요 계약 체결, 신규 채무 발생

AAOI Signs Two 10-Year Houston Leases, Securing Over 1.1M Sq Ft Industrial Space영어 원문

Long-term leases signal preparation for expanded optical capacity, strengthening market position

Silicon photonics transceiver market to grow 50% in 2026, benefiting AAOI영어 원문

SEMICON Taiwan data shows strong high-speed optical module demand, AAOI as supplier in focus

AAOI launches another $600M ATM offering, annual fundraising scale draws attention영어 원문

Market discusses AAOI fundraising use and dilution impact, no new filing details

8-K: 중요 계약 체결, 이사·임원 변동

8-K: 중요 계약 체결

AAOI Laser Bottleneck Persists; InP Supply Tightness Further Confirmed영어 원문

Nomura cites 200G EML chips as key optical chip bottleneck; InP supply insufficient, global makers sourcing materials from China, reinforcing AAOI supply-chain constraint thesis

AAOI says customers willing to pay premium for US-made transceivers영어 원문

CFO at Rosenblatt summit cites US production premium and potential government investment, reinforcing reshoring trend

AAOI laser bottleneck persists, demand gap 20-40%영어 원문

CEO previously cited laser supply shortage; photonics stocks fell today, AAOI -1.2%

Applied Optoelectronics posts $191.9 million Q2 revenue, guides Q3 revenue to $255 million-$290 million영어 원문

Record quarterly sales kept rising, but earnings guidance came in below Wall Street expectations.

8-K: 실적 공시

실적 발표

FCC drafts China optical-transceiver ban; Innolight holds 27% of market영어 원문

The proposed curbs could reshape data-center supply chains and lift U.S. component makers while raising procurement costs for cloud firms.

AAOI Tool & Substrate Supply Capability Draws Multisource Scrutiny영어 원문

Multiple sources cite Q2 earnings Thursday, stock up ~17%, management says demand exceeds capacity, 2026 demand $1.4-1.5B

Trump says Iran talks start Monday as Brent crude eases near $83영어 원문

Oil retreated after Trump said he had called off planned strikes, but Iran said no direct talks with Washington are under way.

AAOI Begins Pearland Campus Expansion for 800G/1.6T Transceiver Production영어 원문

New expert comments on InP substrate supply & CPO trend reinforce expansion & demand narrative

Andar Capital Takes $11.34M New Stake in AAOI영어 원문

Q1 13F filing reveals new institutional position, signaling investor interest

First 2X short leveraged ETF on AAOI begins trading영어 원문

PRNewswire reports Tradr launched 2X short ETFs on AAOI and ORCL, offering new inverse investment tools, a capital markets event for the company.