{"city":"Sugar Land","name":"Applied Optoelectronics","slug":"applied-optoelectronics","facts":[{"date":"2026-09-14","type":"revenue_band","value":">500m","source":"Applied Optoelectronics"},{"date":"2026-09-14","type":"partnership","value":"Exclusive distribution relationship with Digicomm International","source":"Applied Optoelectronics"},{"date":"2026-09-14","type":"senior_hire","value":"Corey Chapman appointed senior director of sales engineering for Quantum Bandwidth","source":"Applied Optoelectronics"},{"date":"2026-09-14","type":"product_launch","value":"QuantumLink for remote management of cable amplifiers","source":"Applied Optoelectronics"},{"date":"2026-08-26","type":"contract","value":"Multi-year, multi-million-dollar supply agreement with Trymax for InP laser manufacturing equipment","source":"semiconductor-today.com"},{"date":"2026-08-26","type":"partnership","value":"Multi-year, multi-million-dollar supply agreement with Trymax for InP laser manufacturing equipment","source":"semiconductor-today.com"}],"peers":[],"stage":null,"state":"Texas","aliases":["AOI","AAOI"],"country":"United States","domains":[{"why":"Applied Optoelectronics manufactures optical networking components, including InP laser-based products, for fiber-optic, broadband and data-center connectivity.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":74,"domain":"AI Core","scores":{"gate_ne":["technology","firepower"],"leverage":8,"position":6,"progress":10,"firepower":6,"commercial":8,"deployment":8,"production":10,"technology":6},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-10-20","header":"Applied Optoelectronics, SK Hynix, Nebius, and CoreWeave shares fell more than 3% as AI trading cooled","outlet":"Yicai"},{"date":"2026-09-14","header":"Applied Optoelectronics reported its second-quarter 2023 financial results.","outlet":"Applied Optoelectronics"},{"date":"2026-09-14","header":"Applied Optoelectronics reported its third-quarter 2023 financial results.","outlet":"Applied Optoelectronics"},{"date":"2026-09-14","header":"Applied Optoelectronics appointed Corey Chapman as senior director of sales engineering for Quantum Bandwidth.","outlet":"Applied Optoelectronics"},{"date":"2026-09-14","header":"Applied Optoelectronics amended its patent infringement lawsuit.","outlet":"Applied Optoelectronics"},{"date":"2026-09-14","header":"Global Technology Inc. filed patent infringement lawsuits against CreaLights in China.","outlet":"Applied Optoelectronics"}],"website":"ao-inc.com","category":"AI Infra · Networking & interconnect","categories":[{"name":"Optical & photonic interconnect","domain":"AI Core","parent":"AI Infra · Networking & interconnect"}],"last_round":null,"updated_at":"2026-10-25T23:16:48.240585+00:00","facts_total":11,"positioning":"The largest US-based maker of AI transceivers (800G, 1.6T) with vertically integrated lasers in Sugar Land, Texas and Taiwan; demand exceeds its capacity through mid-2027 and a US ban on Chinese transceivers would widen its lane.","sub_category":"Optical & photonic interconnect","signals_total":25,"url":"https://www.frontiertechintelligence.com/companies/applied-optoelectronics","title":"Applied Optoelectronics · ai core, Sugar Land, Texas, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Applied Optoelectronics manufactures optical networking components, including InP laser-based products, for fiber-optic, broadband and data-center connectivity. AI Core watchlist (score 74) 25 signals and 11 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}