AAOI APPLIED OPTOELECTRONICS, INC.

8-K Current Report

Filed: March 5, 2026

Information Technology

Semiconductors & Related Devices

APPLIED OPTOELECTRONICS, INC. (AAOI) 8-K current report filed with SEC EDGAR on March 5, 2026. This page provides AI-powered analysis of reported events and material disclosures, including results of operations, corporate governance changes, agreements, and other triggering events as disclosed under Form 8-K item codes.

Reported 8-K Items
2 items

Item 1.01: Entry into a Material Definitive Agreement
Item 2.03: Creation of a Direct Financial Obligation

AI Filing Analysis
8-K

Item 1.01 · Entry into a Material Definitive Agreement

• AAOI entered a material Lease Agreement, triggering Item 1.01 (material contract) disclosure requirements
• Full lease terms — counterparty, location, rent obligations, duration — not visible in provided text excerpt; refer to full exhibit filing for details

Item 2.03 · Creation of a Direct Financial Obligation

• Design-build contract signed Feb 13, 2026 with LCC3 Solution Inc. for what appears to be a new fabrication facility ("FAB2")
• FAB2 suggests meaningful capital expansion — a new semiconductor/optoelectronics fab would be a major long-term investment for AAOI

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Other APPLIED OPTOELECTRONICS, INC. 8-K Filings

8-K Mar 12, 2026

8-K Feb 27, 2026

8-K Feb 26, 2026

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