ExpansionApr 17, 2026, 07:01 AM
AOI Expands Houston Footprint by 388K Sq Ft, Boosts Transceiver Capacity
AI Summary
Applied Optoelectronics, Inc. (AOI) announced plans to significantly expand its Houston-area manufacturing footprint by adding two adjacent buildings in Pearland, Texas, totaling approximately 388,000 square feet. This expansion aims to meet the surging demand for optical connectivity in data centers, particularly for AI infrastructure. The company expects to increase its capacity to produce up to 700,000 units of 800G and 1.6T transceivers per month in the Houston area and expand its laser fabrication capacity by around 350% by the end of 2027.
Key Highlights
- Adding 388,000 sq ft of manufacturing capacity in Pearland, Texas.
- Total Houston-area capacity to reach 700,000 units/month for 800G/1.6T transceivers.
- Expanding laser fabrication capacity by approximately 350% by end of 2027.
- Expansion aligns with 2027 capacity targets for AI-focused data center transceivers.