Applied Optoelectronics shares jumped over 15% after the company announced its first volume order for 1.6T data center transceivers from a long-term hyperscale customer — a key commercial milestone the company had been flagging as a major upcoming catalyst.

#AAOI #AAOIStock #AppliedOptoelectronics

Applied Optoelectronics posted record 2025 revenue of $456M (+83% Y/Y).

CEO Chih-Hsiang Lin highlighted a "fourth 800G buying order from one of our major hyperscale customers" and confirmed 800G production ramp beginning in Q2.

#AAOI #AAOIStock #AppliedOptoelectronics #AppliedOptoelectronicsStock