Applied Optoelectronics
Applied Optoelectronics is a niche in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Coherent, Lumentum Holdings, Broadcom. Its key customers include Broadcom, Microsoft, NVIDIA.
Optical transceiver and component maker.
- Ticker
- NASDAQ: AAOI
- Headquarters
- United States
- Revenue
- $456M (FY2025) · +82.8% YoY
- Net income
- $-38M
- Operating margin
- -12.0%
- Market position
- niche
- Value-chain segment
- Photonics & Optics
- Key products
- 1.6T optical transceivers, 800G optical transceivers, CPO/NPO photonics platforms
About Applied Optoelectronics
Applied Optoelectronics, headquartered in United States, operates in the Photonics & Optics segment of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include 1.6T optical transceivers, 800G optical transceivers, CPO/NPO photonics platforms. wafergraph maps 3 tracked suppliers and 5 tracked customers for Applied Optoelectronics across the value chain. It has a supply-chain criticality score of 50/100, with 235 companies downstream of it.
Key products
- 1.6T optical transceivers
- 800G optical transceivers
- CPO/NPO photonics platforms