Applied Optoelectronics is expanding its Texas campus to scale production of 800G and 1.6T transceivers, targeting capacity that can keep up with hyperscale AI demand through mid-2027. The expansion signals a near-to-medium-term supply ramp to address an outpacing of current availability. Overall, this is supportive for revenue visibility tied to AI network buildouts.
Applied Optoelectronics is expanding its Texas campus to scale production of 800G and 1.6T transceivers, targeting capacity that can keep up with hyperscale AI demand through mid-2027. The expansion signals a near-to-medium-term supply ramp to address an outpacing of current availability. Overall, this is supportive for revenue visibility tied to AI network buildouts.
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