由于数据中心对400G和即将到来的800G收发机的需求猛增,在得克萨斯州制定了扩展计划,因此应用opto电子在2025年Q4创下了创纪录收入。 Applied Optoelectronics hit record revenue in Q4 2025, driven by surging data center demand for 400G and upcoming 800G transceivers, with expansion plans in Texas.

应用opto电子公司报告说,在数据中心和CATV需求的驱动下,2025年创记录的Q4收入为1.343亿美元,其中400G收发机的数据中心年销售额增长了141%。 Applied Optoelectronics reported record Q4 2025 revenue of $134.3 million, driven by strong data center and CATV demand, with data center sales up 141% year-over-year on 400G transceivers. 全年收入上升了83%,达到4.56亿美元。 Full-year revenue rose 83% to $456 million. 超出预期的非GAAP毛利率达到31.4%,非GAAP每股亏损为0.01美元. Non-GAAP gross margin reached 31.4%, and non-GAAP loss per share was $0.01, beating expectations. 该公司预计800G收发报机将从2026年Q2开始控制数据中心的收入,到年底,能力将扩大到每月100 000个单位,包括美国一家新的得克萨斯州制造设施在2026年2月开始建造的31%。 The company expects 800G transceivers to dominate data center revenue starting in Q2 2026, with capacity scaling to 100,000 units monthly by year-end, including 31% in the U.S. A new Texas manufacturing facility begins construction in February 2026. 尽管客户高度集中,但管理层说,增长受到能力而不是需求的限制。 Despite high customer concentration, management says growth is limited by capacity, not demand.