Stock Track | Applied Optoelectronics Plunges 5.02% in Night Session on CPO Mass Production Delay Concerns

Stock Track11:39

Applied Optoelectronics (AAOI) experienced a 24-hour plunge of 5.02% during the night session, as the optical communications sector faced continued selling pressure.

The decline was primarily driven by persistent market concerns over delayed commercialization of co-packaged optics (CPO) technology. A recent SemiAnalysis report indicated that large-scale CPO adoption may be pushed back to 2028 or even 2029, significantly later than previous market expectations of full deployment by 2027. The report cited potential system-level yields as low as approximately 19.4%, highlighting significant challenges in production yields, system integration complexity, and cost economics.

The bearish sentiment affected the broader sector, with peers also showing weakness. Additionally, CEO Chih-Hsiang Lin's recent disposal of shares added a modestly cautious signal for sentiment-sensitive investors, contributing to the downward pressure on the stock.

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