### @AAOI — Confirmed — from the 2025 annual report
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?
- tier: Confirmed (✓)
- source: AAOI / What its own 10-K admits about its products
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-aaoi-src-aaoi-minimally-differentiated-conversation
- posted: 2026-07-28T15:08:47.848Z