Let me say that - the industry laser shortage is real, okay? But here's our structural edge: we fabricate our own indium-phosphide and gallium-arsenide laser chips in-house in Sugar Land, Texas. Call it unique in our industry. We plan to roughly triple that laser production by mid-2027. Built into our modules, not sold standalone. All right?

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AAOI / What its own 10-K admits about its products

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/p/p-day-20260728-aaoi-src-aaoi-minimally-differentiated-conversation ↗

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2026-07-28T15:08:47.848Z