Teng Yan(@tengyanAI):So $AAOI printed overnight. Revenue cleared. the guide was $180-198M. they printed about $192M. can they keep building 800G / 1.6T capacity, month by month? seems so Q1: ~100k units/month Q2 target: capacity approaching 200k/month. Year-end: ~650k/month reiterated. Management still says demand exceeds capacity through mid-2027. so: the factory ramp is real. the mix and margin still have to catch up.

Teng Yan

@tengyanAI

Ex-doctor. I publish the AI infrastructure & supply chain intelligence you can't get anywhere else. Building @tessara_ai

参加 August 2020

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Teng Yan@tengyanAI

2026.08.07 02:28

So $AAOI printed overnight. Revenue cleared. the guide was $180-198M. they printed about $192M. can they keep building 800G / 1.6T capacity, month by month? seems so Q1: ~100k units/month Q2 target: capacity approaching 200k/month. Year-end: ~650k/month reiterated. Management still says demand exceeds capacity through mid-2027. so: the factory ramp is real. the mix and margin still have to catch up.