Monitor AAOI's upcoming earnings calls for commentary on this expansion's impact on manufacturing capacity and revenue growth. Watch for milestone achievements in 2026, particularly mechanical completion in July and substantial completion in September.
Price Chart
Executive Summary
Applied Optoelectronics (AAOI) entered into a design-build agreement with LCC3 Solution Inc. to construct a 92,674 sq ft ISO 6 certified cleanroom facility in Sugar Land, TX, scheduled for substantial completion by September 30, 2026. The project supports AAOI's manufacturing expansion, with financial terms and incentives tied to timely delivery, though specific contract value was not disclosed.
Key Financial Metrics
Key Facts
- AAOI is building a new 92,674 sq ft ISO 6 certified cleanroom at 1111 Gillingham Lane, Sugar Land, TX
- LCC3 Solution Inc. is the design-builder responsible for engineering, procurement, construction, testing and commissioning
- Key milestones include mechanical completion by July 31, 2026 and substantial completion by September 30, 2026
- The agreement includes incentives for timely completion and liquidated damages up to $1.6M for delays
- The cleanroom will support AAOI's manufacturing operations with ESD raised floor, MAU+FFU+DDC air handling, and backup power systems
Financial Impact
Capital expenditure for cleanroom construction with $1.6M maximum liquidated damages for delays
Risk Factors
- Construction delays could trigger liquidated damages up to $1.6M
- Project execution risk in meeting cleanroom specifications for semiconductor manufacturing
- Potential cost overruns not covered in disclosed contract terms
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 2 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001683168-26-001522 |
| Document: aaoi_ex1001.htm | 0001683168-26-001522 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | Insider Cluster | $103.29 $98.06 | ▼ −5.06% | ▼ −4.56% | $115.05 (+11.39%) |
Aug 12, 2026 7w ago | Insider Cluster | $130.08 $129.10 | ▼ −0.75% | ▲ +1.21% | $115.05 (−11.55%) |
Aug 2, 2026 8w ago | Institutional Cluster | $110.21 $132.81 | ▲ +20.51% | ▲ +18.48% | $115.05 (+4.39%) |
Jun 16, 2026 15w ago | 8-K | $167.34 $146.97 | ▼ −12.17% | ▼ −11.13% | $115.05 (−31.25%) |
Jun 16, 2026 15w ago | Insider Cluster | $167.34 $146.97 | ▼ −12.17% | ▼ −11.13% | $115.05 (−31.25%) |
Jun 8, 2026 16w ago | Insider Cluster | $162.88 $191.55 | ▼ −17.60% | ▼ −15.19% | $115.05 (+29.37%) |
Jun 8, 2026 16w ago | Insider Cluster | $162.88 $191.55 | ▲ +17.60% | ▲ +15.19% | $115.05 (−29.37%) |
Jun 5, 2026 16w ago | 8-K | $196.64 $191.55 | ▼ −2.59% | ▼ −4.70% | $115.05 (−41.49%) |
May 19, 2026 19w ago | Insider Cluster | $165.26 $179.83 | ▼ −8.82% | ▼ −7.58% | $115.05 (+30.38%) |
May 8, 2026 21w ago | DEFA14A | $148.94 $203.57 | ▲ +36.68% | ▲ +35.22% | $115.05 (−22.75%) |
US Market Status
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