SUGAR LAND, Texas, April 02, 2026 (GLOBE NEWSWIRE) – Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced that it has received a new $71 Million order for 800G from its large hyperi-mode single data center. This marks $124 million in orders from this customer since mid-March, which will more than double the current backlog from this customer.
“This additional order for our 800G transceivers reflects both customer confidence in AOI and the growing demand for 800G optics,” said Dr. Thompson Lin, Founder, Chairman and CEO of AOI. “After receiving the product requirements, we expect to start delivering the first order—a total of more than $53 million—and this additional order in the second quarter.” We expect to fulfill the first order in the third quarter, with this new order towards the end of this year.
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This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by words such as “believe,” “may,” “estimate,” “continue,” “expect,” “intend,” “should,” “may,” “do,” “think,” “think,” “think,” “think,” “think,” “think,” ” think,” “thinking,” “thinking,” “thinking,” “thinking,” “thinking,” “thinking,” “thinking,” “thinking,” “goals,” “hope,” “new,” “goal,” “strategy,” “opportunity,” “possible,” “will,” “expect,” “plan” “plan,” “permit” or with other similar expressions that convey the uncertainty of future events or outcomes. These statements include management’s expectations related to our outlook for 2026, including statements related to the timing of delivery of orders and the size of such orders. Such forward-looking statements reflect management’s views at the time such statements are made. These forward-looking statements involve risks and uncertainties, as well as current assumptions and expectations, that could cause the company’s actual results to differ materially from those anticipated in such forward-looking statements. These risks and uncertainties include but are not limited to: a reduction in the size or quantity of customer orders; changes in demand for the company’s products due to industry conditions; changes in production activities; uncertainty of production costs; delays in delivery of products; supply chain disruption; change in plan success rate or customer acceptance rate of new products; the company’s reliance on a small number of customers for a significant portion of its revenue; potential price pressure; a decrease in demand for our customers’ products or the rate of supply of their products; general conditions in the datacenter, cable television (CATV) broadband, telecom, or fiber-to-the-home (FTTH) markets; changes in the world economy (especially in the United States and China); changes in the regulation and taxation of international trade, including the imposition of tariffs; changes in currency exchange rates; negative effects of the season; and other risks and uncertainties described in detail in the company’s filings filed with or filed with the Securities and Exchange Commission, including our Annual Report on Form 10-K for the year ended December 31, 2025. Additional information about these and other risks that may affect the company’s business is set forth in the “Risk Factors” section of the quarterly “Risk Factors” and annual report of the company’s Securities file. You should not rely on forward-looking statements as predictions of future events. All forward-looking statements in this press release are based on information received by us as of the date hereof and are qualified in their entirety by this cautionary statement. Except as required by law, we undertake no obligation to update forward-looking statements for any reason after the date of this announcement to conform these statements to actual results or changes in the company’s expectations.
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