Just some TLDR notes on $AAOI earnings: - Expects full qualification of 1.6T products by their hyperscaler customer within next couple of weeks (helpf...
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Just some TLDR notes on $AAOI earnings: - Expects full qualification of 1.6T products by their hyperscaler customer within next couple of weeks (helpf...
Just some TLDR notes on $AAOI earnings:- Expects full qualification of 1.6T products by their hyperscaler customer within next couple of weeks (helpful revenue ramp #2, timelines)- Continues to believe that AOI will have the largest AI DC transceiver production capacity in the US (reiterating ambitions during a time when their competitors might get banned)- Expects facilities toward InP capacity to come online in early 2027 (timeline FYI in terms of further ramp) - Total capacity is approaching 200,000/u per month, EOY 650,000/u per month of 800g/1.6t. EOY 2027, 930,000/u (this is the ramp i want to see)- "increase our manufacturing capacity for our external light source or ELSFP. That's for co-packaged optics or CPO". we anticipate ramping production later this year and into 2027, ultimately culminating in about 400,000 pieces per month in 2028(need some time to model this into...