Applied Optoelectronics Says AI Demand Will Outrun Its Capacity Through 2027
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Applied Optoelectronics (NASDAQ:AAOI) has more orders than it can build. On its third-quarter call after the close on Thursday, November 5, 2026, CFO Stefan Murry said demand for its 800G and 1.6T data center transceivers will “exceed our production capacity throughout 2027.” In this article, AI demand means demand for those high-speed optical modules.
The stock fell
Applied Optoelectronics (NASDAQ:AAOI) has more orders than it can build. On its third-quarter call after the close on Thursday, November 5, 2026, CFO Stefan Murry said demand for its 800G and 1.6T data center transceivers will “exceed our production capacity throughout 2027.” In this article, AI demand means demand for those high-speed optical modules.
The stock fell
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