http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 01 Jun 2026 17:01:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+28++Filed+by%3A+Lin+Chih-Hsiang+%28Thompson%29/26584846.html si-local-file:///var/storage/secattach/20260601/26584846.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+28++Filed+by%3A+Lin+Chih-Hsiang+%28Thompson%29/26584846.html Mon, 01 Jun 2026 17:01:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+28++Filed+by%3A+Lin+Chih-Hsiang+%28Thompson%29/26584846.html si-local-file:///var/storage/secattach/20260601/26584846.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+28++Filed+by%3A+Lin+Chih-Hsiang+%28Thompson%29/26584846.html Mon, 01 Jun 2026 17:01:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+26++Filed+by%3A+DeLaney+Cynthia/26567113.html si-local-file:///var/storage/secattach/20260528/26567113.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+26++Filed+by%3A+DeLaney+Cynthia/26567113.html Thu, 28 May 2026 16:04:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+26++Filed+by%3A+DeLaney+Cynthia/26567113.html si-local-file:///var/storage/secattach/20260528/26567113.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+26++Filed+by%3A+DeLaney+Cynthia/26567113.html Thu, 28 May 2026 16:04:00 -0400 AAOI O.00003353 http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/SEC+Filings/Form++144++++++++APPLIED+OPTOELECTRONICS%2C+++++++++++++++Filed+by%3A+DeLaney+Cynthia/26554279.html si-local-file:///var/storage/secattach/20260527/26554279.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++APPLIED+OPTOELECTRONICS%2C+++++++++++++++Filed+by%3A+DeLaney+Cynthia/26554279.html Wed, 27 May 2026 08:52:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++144++++++++APPLIED+OPTOELECTRONICS%2C+++++++++++++++Filed+by%3A+DeLaney+Cynthia/26554279.html si-local-file:///var/storage/secattach/20260527/26554279.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++APPLIED+OPTOELECTRONICS%2C+++++++++++++++Filed+by%3A+DeLaney+Cynthia/26554279.html Wed, 27 May 2026 08:52:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++APPLIED+OPTOELECTRONICS%2C+++++++++++++/26541481.html si-local-file:///var/storage/secattach/20260522/26541481.html http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++APPLIED+OPTOELECTRONICS%2C+++++++++++++/26541481.html Fri, 22 May 2026 16:05:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++APPLIED+OPTOELECTRONICS%2C+++++++++++++/26541481.html si-local-file:///var/storage/secattach/20260522/26541481.html http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++APPLIED+OPTOELECTRONICS%2C+++++++++++++/26541481.html Fri, 22 May 2026 16:05:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Yeh+Shu-Hua+%28Joshua%29/26523137.html si-local-file:///var/storage/secattach/20260519/26523137.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Yeh+Shu-Hua+%28Joshua%29/26523137.html Tue, 19 May 2026 19:06:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Yeh+Shu-Hua+%28Joshua%29/26523137.html si-local-file:///var/storage/secattach/20260519/26523137.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Yeh+Shu-Hua+%28Joshua%29/26523137.html Tue, 19 May 2026 19:06:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Kuo+David+C/26523133.html si-local-file:///var/storage/secattach/20260519/26523133.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Kuo+David+C/26523133.html Tue, 19 May 2026 19:05:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Kuo+David+C/26523133.html si-local-file:///var/storage/secattach/20260519/26523133.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Kuo+David+C/26523133.html Tue, 19 May 2026 19:05:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Lin+Chih-Hsiang+%28Thompson%29/26523134.html si-local-file:///var/storage/secattach/20260519/26523134.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Lin+Chih-Hsiang+%28Thompson%29/26523134.html Tue, 19 May 2026 19:05:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Lin+Chih-Hsiang+%28Thompson%29/26523134.html si-local-file:///var/storage/secattach/20260519/26523134.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Lin+Chih-Hsiang+%28Thompson%29/26523134.html Tue, 19 May 2026 19:05:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Murry+Stefan+J./26523135.html si-local-file:///var/storage/secattach/20260519/26523135.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Murry+Stefan+J./26523135.html Tue, 19 May 2026 19:05:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Murry+Stefan+J./26523135.html si-local-file:///var/storage/secattach/20260519/26523135.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Murry+Stefan+J./26523135.html Tue, 19 May 2026 19:05:00 -0400 AAOI O.00003353 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Chang+Hung-Lun+%28Fred%29/26523131.html si-local-file:///var/storage/secattach/20260519/26523131.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+OPTOELECTRONICS%2C++For%3A+May+15++Filed+by%3A+Chang+Hung-Lun+%28Fred%29/26523131.html Tue, 19 May 2026 19:04:00 -0400 AAOI O.00003353