AOI Receives First Volume Order of 800G Data Center Transceivers from Major Hyperscale Customer

SUGAR LAND, Texas, Dec. 10, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power the internet, today announced it received its first volume order for its 800G data center transceivers from a major hyperscale customer to support its AI data center growth.

“We are pleased to receive our first volume order for our 800G products from this major hyperscale customer,” said Dr. Thompson Lin, Founder, Chairman, and CEO of AOI. “Our customers need optical solutions that can scale to support the speed and performance required for today’s AI-powered data transmissions, and we believe that AOI is uniquely positioned to meet the demands for high volume transceiver shipments with our automated production lines that we have spent years developing. With this new order, we remain on track to meet our 800G shipment expectations by year end, which as we previously stated, could contribute between $4-8 million to our total revenue in Q4.”

“In addition to this progress we are making on 800G, this customer is swiftly ramping its utilization of our 400G transceivers. To-date this year, it has placed orders for nearly $22 million worth of 400G transceivers, which includes delivery of $13 million worth of these transceivers so far in Q4,” said Stefan Murry, Chief Financial Officer and Chief Strategy Officer at AOI.



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About AOI

Applied Optoelectronics, Inc. (AOI) is a leading developer and manufacturer of advanced optical and HFC networking products that are the building blocks for AI datacenters, CATV and broadband fiber access networks around the world. AOI supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and FTTH markets. The company has R&D facilities in Atlanta, GA, and engineering and manufacturing facilities at its corporate headquarters in Sugar Land, TX, as well as in Taipei, Taiwan and Ningbo, China. For additional information, visit .



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