Applied Optoelectronics, Inc.

Applied Optoelectronics, Inc. Applied Optoelectronics, Inc. | NASDAQ: AAOI AOI is a leading designer and manufacturer of fiber optic networking products.

We primarily serve three growing end-markets: cable television broadband, fiber-to-the-home, and internet data centers. We are vertically integrated with a product portfolio from laser chips, components, sub-assemblies and modules to complete turn-key equipment. All three of our end-markets are driven by bandwidth demand fueled by the growth of network connected devices, such as video traffic, clo

ud computing and online social networking. To address this increased demand, CATV and telecommunications service providers are investing to improve their networks in competition to deliver voice, video, and data services to their subscribers. Rising bandwidth consumption is also driving demand for higher speed server connections in the internet data center market. As a result of these trends, fiber optic networking technology has become fundamental in all three of our target markets to meet these needs. Our vertical integration, broad product lines, and in-house design capability uniquely position AOI to serve these markets and offer us the flexibility to address tomorrow's fiber optic applications.

06/04/2026

AI infrastructure is moving fast. Industry analysts project 800G-and-above optical transceiver shipments will grow from roughly 24 million units in 2025 to nearly 63 million in 2026, a 2.6x year-over-year increase. That kind of volume inflection changes how engineering teams need to think about optical planning.

AOI's Simon Ximen walks through the 800G-to-1.6T transition: why OSFP has become the dominant form factor for high-density AI cluster deployments, how to align optical and GPU procurement timelines, and why vertical integration matters when supply chains tighten.

Read the full blog here: https://aoinc.co/4uSmRQs

06/02/2026

AI is changing the future of data center networking, and optics are at the center of that transformation.

In our newest article, AOI breaks down the technologies shaping next-generation AI infrastructure, including:

800G and 1.6T optical connectivity
Co-Packaged Optics (CPO)
XPO and OCI architectures
6.4T On-Board Optics powered by AOI’s ELSFP technology
The growing importance of optical supply chain scalability

As AI compute clusters continue to grow, layered optical networking architectures will play a critical role in enabling higher bandwidth, lower latency, and improved power efficiency.

Read the full article here: https://aoinc.co/436amEC

05/28/2026

What does it take to go from reactive to proactive HFC network management?

AOI's free eBook on remote management for smart amplifiers has the playbook.

Grab it here: https://aoinc.co/48ywkTP

05/27/2026

DOCSIS 4.0 is here.

AOI's free guide gives cable operators the full picture, from what is changing to how to plan upgrades.

Get your copy: https://aoinc.co/3QVNVPu

05/26/2026

Faster broadband and a greener network? With DOCSIS 4.0, cable operators get both.

AOI's blog breaks down the sustainability benefits of upgrading, from reduced energy use to fewer maintenance visits.

See more: https://aoinc.co/3QEnyO5

Smarter outside plant. Fewer truck rolls. Less complexity. AOI teamed up with Light Reading to share real-world strategi...
05/21/2026

Smarter outside plant. Fewer truck rolls. Less complexity.

AOI teamed up with Light Reading to share real-world strategies for remote HFC management and network reliability.

Watch the on-demand webinar:

AOI

Estamos otra vez in Buenos Aires para , y este año trajimos más. Nuestro equipo exhibió los productos de redes HFC y fi...
05/20/2026

Estamos otra vez in Buenos Aires para , y este año trajimos más.

Nuestro equipo exhibió los productos de redes HFC y fibra óptica, dando invitados una oportunidad para ver que está ofreciendo AOI para las redes modernas.

Les agradecemos a toda la gente de Telecom Argentina por su hospitalidad. Las conversaciones fueron increíbles y la energía fue aún más. ¡Hasta el próximo año! 😎We're back in Buenos Aires, Argentina for , and this year we brought even more to the table (literally).

Our team showcased both our HFC and optical product lines, giving attendees a hands-on look at what AOI has to offer for modern network infrastructure.

A big thanks to Telecom Argentina for hosting us once again. The conversations were great and the energy was even better. See you next year! 😎

We had a great time at the SCTE Alaska Chapter Vendor Day 2026 in Anchorage, Alaska!Thank you for everyone who stopped b...
05/19/2026

We had a great time at the SCTE Alaska Chapter Vendor Day 2026 in Anchorage, Alaska!

Thank you for everyone who stopped by to say hi, and thank you to GCI for hosting us.

Until next year 👋

05/19/2026

Truck rolls and maintenance windows can't keep pace with today's HFC upgrade cycles. As node counts grow and split upgrades roll out, real-time visibility into the outside plant has gone from a convenience to a requirement.

AOI's Sahil Yadav explains what remote amplifier management looks like in practice. From AI-driven diagnostics to LoRaWAN-based telemetry to firmware updates pushed across large device groups without a single site visit.

Read the full blog here: https://aoinc.co/4dSaT31

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13139 Jess Pirtle Boulevard
Sugar Land, TX
77478

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