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AOI 獲 AI 雲端大單帶動股價飆漲，1.6T 光收發模組需求強勁

1 reports · First detected 2026-03-10 · Last active 2026-03-10

光通訊廠商 AOI 宣布接獲超大規模雲端客戶首筆超過 2 億美元的 1.6T 光收發模組訂單，以支應不斷擴張的 AI 叢集與 GPU 運算需求。受此消息激勵，AOI 股價創下歷史收盤新高，並帶動美股光通訊相關概念股集體走強。

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1 original reports
TECHNEWS.TW 2026-03-10
AOI 喜獲雲端客戶大單、飆史高 美光通訊股齊揚

The Backstory

The history behind this event
AI Data-Center Demand Drives Optical Transceiver Boom, Sending AAOI Up 90% in Two Days2026-05-12 · 2 reports · similarity 0.83

AI data centers require high-speed fiber links to connect large numbers of servers used for training and running large models, fueling upgrades to 800G optical transceivers. Applied Optoelectronics (AAOI), a U.S. supplier of fiber-optic networking products, has consequently drawn market attention, with its revenue outlook seen as a bellwether for AI infrastructure spending.

AAOI shares gained more than 90% over the two most recent trading sessions cited in the reports, including a rise of more than 24% in the latest session. The company expects demand for its 800G products to boost future revenue. Over the same period, Lumentum (LITE) was added to the Nasdaq-100, though the reports provided no exact trading dates, order values or incremental revenue figures.

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