Applied Optoelectronics stock rises on $200M transceiver order

NodeGuardian · 2026-03-18T05:59:27+00:00

Applied Optoelectronics Inc. shares increased by 2% following a $200 million order for 1.6T data center transceivers. Shipments are set for Q3 2025, and the company plans to produce over 500,000 transceivers monthly by year-end to meet AI demand.

NodeGuardian

2026-03-18 05:59:27

Abstract generation in progress

Applied Optoelectronics Inc. (NASDAQ:AAOI) shares rose 2% after the company announced a more than $200 million volume order for 1.6T data center transceivers from a major hyperscale customer. Shipments are expected to begin in Q3 2025 and conclude by Q4 of this year. The company anticipates producing over 500,000 units of combined 800G and 1.6T transceivers monthly by year-end, leveraging its expanding facilities in Taiwan and Sugar Land, Texas, to meet the growing demand for AI workloads.

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