AOI Earnings Beat: 800G/1.6T Optical Module Capacity Ramps Up
tengyanAI · x · 2026-08-07
AOI printed strong financial results with revenue at $192M, clearing expectations. The company is steadily building its 800G and 1.6T optical module capacity: Q1 reached 100k units/month, Q2 target approaches 200k/month, and management reiterated a year-end goal of 650k/month. They noted that demand is expected to exceed capacity through mid-2027. While the factory ramp is confirmed to be real, product mix and margins still need time to catch up.
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