Applied Optoelectronics, Inc. entered into a $94.1 million Design-Build Agreement with LCC3 Solution Inc. on June 25, 2026. The contract covers the construction of the OMD 3 (FAB4) project in Houston, Texas, which includes approximately 195,591 square feet of ISO Class 6-certified cleanroom space, 36,500 square feet of office space, and 73,780 square feet for logistics and testing. The agreement includes potential schedule-based incentives up to $6.0 million and performance-based incentives totaling up to $9.8 million. Liquidated damages for delays are capped at $4.9 million. The project aims for substantial completion by January 10, 2027. Applied Optoelectronics, Inc. designs and manufactures optical communications products.

On June 11, 2026, Global Technology, Inc., a wholly owned subsidiary of Applied Optoelectronics, Inc., entered into a one-year credit line agreement with Shanghai Pudong Development Bank Co., Ltd. The new credit line provides up to RMB 500,000,000, doubling the previous RMB 250,000,000 facility to support working capital and general operations. The facility includes sublimits for working capital loans up to RMB 150,000,000, fixed asset loans up to RMB 300,000,000, and bank acceptance bills up to RMB 200,000,000. The agreement is secured by real property and is available for use from May 21, 2026, through May 21, 2027. Applied Optoelectronics, Inc. designs and manufactures optical communication products for data communications markets.