盘中拉涨超6%！光通信公司Applied Optoelectronics宣布：收到超大规模客户首笔1.6T收发器订单

华尔街见闻03-10

美国光通信技术公司Applied Optoelectronics Inc.（AOI）宣布，已收到一家长期主要超大规模客户的1.6T数据中心光收发器首批量产订单，金额逾2亿美元，标志着新一代高速光互联产品正式进入规模化商用阶段。3月9日，据AOI公告，该订单预计将使该客户重新跻身AOI营收占比超10%的重要客户行列。按计划，产品完成资质认证后出货计划于2026年第三季度初启动，并在第四季度内完成交付...

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Applied Optoelectronics, an optical communications company, announced that it received the first 1.6T transceiver order from a very large-scale customer","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAOI":0.9},"content_text":"美国光通信技术公司Applied Optoelectronics Inc.（AOI）宣布，已收到一家长期主要超大规模客户的1.6T数据中心光收发器首批量产订单，金额逾2亿美元，标志着新一代高速光互联产品正式进入规模化商用阶段。3月9日，据AOI公告，该订单预计将使该客户重新跻身AOI营收占比超10%的重要客户行列。按计划，产品完成资质认证后出货计划于2026年第三季度初启动，并在第四季度内完成交付。公司首席财务官兼首席战略官Stefan Murry表示，随着GPU性能提升及AI集群规模持续扩大，网络带宽必须同步扩容，“1.6T将成为超大规模客户的下一个合乎逻辑的选择”。AOI创始人、董事长兼首席执行官Dr. Thompson Lin表示，公司正观察到市场向更高速光模块加速迁移的清晰趋势，“我们的光收发器产品组合使客户可同时向我们采购400G、800G或1.6T产品”。受此消息提振，AOI股价拉升，截至发稿，公司股价涨超6%。年初至今，公司股价涨超157%。产能扩张提速，美国本土制造布局加快产能建设方面，AOI正同步推进中国台湾工厂扩产及德克萨斯州Sugar Land总部新生产设施建设。创始人兼首席执行官Dr. Thompson Lin表示，公司预计将很快在美国拥有800G和1.6T光收发器的最大产能，并结合海外产能，力争在今年年底前实现800G与1.6T产品合计月产能突破50万颗。AOI在美国、中国台湾及中国宁波均设有工程与制造基地，研发中心位于佐治亚州亚特兰大。此次Sugar Land新厂的建设，进一步强化了公司在美国本土的制造能力布局。AI驱动高速光模块需求升级，1.6T商用进程加速此次订单落地印证了AI工作负载对数据中心网络带宽的持续拉动效应。AOI首席财务官兼首席战略官Stefan Murry指出，随着AI集群规模不断扩大，网络侧的扩容需求将持续释放，1.6T光模块有望成为超大规模数据中心运营商的主流选择。AOI表示，公司产品组合覆盖400G、800G及1.6T多个速率档位，能够满足超大规模客户在不同阶段的网络升级需求。此次来自长期主要客户的批量订单，标志着1.6T产品正式从资质认证阶段迈入规模出货阶段。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618673954","isCrawlerRequest":true}