Applied Optoelectronics' stock surged 5.86% in pre-market trading on Sunday, marking a significant 24-hour gain for the optical components manufacturer.
The price movement follows the company's announcement of major hyperscale customer orders for its high-speed data center transceivers. Applied Optoelectronics secured over $124 million in expanded 800G single-mode transceiver orders and received a volume order exceeding $200 million for 1.6T modules from a long-term hyperscale customer.
These substantial orders, which also include initial 800G shipments to a second hyperscale client, significantly increase the company's backlog and highlight the growing demand for its vertically integrated manufacturing capabilities in supporting AI data center infrastructure build-outs.
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