$Applied Optoelectronics(AAOI)

LaptopLiz

08-31

$Applied Optoelectronics(AAOI)$ AAOI Manufacturing Ramp — Key Notes

* Current manufacturing capacity

Approaching 200,000 units/month for 800G 1.6T.

* Capacity nearly doubled from ~100K/month at the end of Q1.

* Management says demand is significantly higher than current production capacity.

* End-2026 target

* Capacity expected to reach >650,000 units/month.

* This is more than 3× current capacity.

* Most of the incremental capacity is expected to support 800G, given current customer demand.

* Production lines can manufacture both 800G and 1.6T with the same basic manufacturing process.

2027 capacity target

* Management expects capacity to reach >930,000 units/month by the end of 2027.

* More than half of that capacity is expected to come from Texas.

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