Applied Optoelectronics

Applied Optoelectronics (AOI) makes its own lasers and transceivers in Texas, Taiwan and China and began shipping 800G modules to a large hyperscale customer in Q1 2026. Data center sales were US$195.7M of US$455.7M in 2025.

Role Module maker Top speed 800G

Verified 11 Nov 2026

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Facts

Source per value

Role Where the company sits in the optics supply chain: pluggable module maker, DSP and chip supplier, laser and component maker, network OEM that sells its own optics, contract manufacturer, optical I/O and co-packaged optics developer, or active electrical cable maker.: Module maker 1
Top speed Gb/s Highest module or chip application rate documented in the cited sources, in Gb/s (1600 = 1.6T). A historical catalog or announcement is not proof of today’s maximum or volume shipments.: 800 2
Speeds Data-center speed grades in the current portfolio, as the company lists them.: 400G, 800G; 800G and 1.6T capacity build-out 3
1.6T status Evidence for the 1.6T module or chip: volume/revenue shipping, customer sampling, or public demo/announcement. Blank means no dated status established; inspect the source date.: Not published
Form factors Pluggable form factors offered (QSFP28, QSFP56, QSFP112, QSFP-DD, OSFP, OSFP-XD and so on), or the package type for chips and engines.: Not published
LPO / LRO Offers linear pluggable optics (LPO) or linear receive optics (LRO), or the drivers, TIAs or DSPs built for them.: Not published
CPO / optical I/O Offers co-packaged optics, optical engines for CPO, or optical I/O chiplets.: Not published
Silicon photonics Identifies silicon photonics in a published product, design or demonstration. This flag does not establish volume shipments.: Not published
Coherent (ZR) Offers coherent pluggables or coherent DSPs (400ZR, ZR+, 800ZR) for data center interconnect.: Not published
Lasers Laser technologies the company makes or uses: VCSEL, EML, DML, CW lasers for silicon photonics, or tunable lasers.: Not published
Reaches Reach classes offered, from SR (multimode, about 100 m) through DR, FR and LR (single-mode, 500 m to 10 km) to ZR (80 km and beyond).: Not published
Named customers Hyperscaler or major customers the company or its filings name publicly.: A large hyperscale customer (800G, from Q1 2026) 2
Revenue Reported annual revenue in the original currency and fiscal year. Figures may cover an entire group and periods differ; this is not an optics market-share ranking.: US$455.7M (FY2025) 1
Optics revenue share Share or amount of revenue from optical transceivers, datacom or the relevant segment, where a filing or earnings release states it.: Data center US$195.7M, 42.9% of 2025 revenue 1
Listing Stock exchange and ticker, or Private.: NASDAQ: AAOI 1
Manufacturing Countries where the company states it manufactures.: US, Taiwan, China 1
Parent Owner company for subsidiaries and acquired businesses.: Not published

Sources

Applied Optoelectronics: 2025 annual report accessed 2026-11-11
Applied Optoelectronics: first quarter 2026 results (7 May 2026) accessed 2026-11-11
Applied Optoelectronics: second quarter 2026 results accessed 2026-11-11

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