Analyst Bullish on AAOI as 800G/1.6T Ramp; 3.2T Not Mainstream Yet
BenBajarin · x · 2026-10-03
A quoted thread argues 3.2T optical modules won't hit the main stage for now, but US-based AAOI holds a strategic position when they do, with the ongoing 800G and 1.6T ramp driving near- to mid-term revenue growth. Ben Bajarin adds that Credo will also be present with SerDes.
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