Pivotal Point Tracking Applied Optoelectronics (AAOI): Benefactor of Strong Demand for Lasers for Data Centers - $150 Million Expansion and 800G Transceivers Propel!
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Applied Optoelectronics is a technology company that develops and manufactures optical components and systems for Fiber-to-the-Home, cable television, as well as high-speed transceivers for data centers. Especially in the field of data centers, the company benefits significantly from the sustained high demand for optical 100G and 400G transceivers, which are essential for data transmission in cloud environments and AI infrastructures. The stock surge on November 26 occurred after plans for a major business expansion in Sugar Land, Texas, were announced....
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