---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-23-004319"
form_type: "8-K"
ticker: "AAOI"
cik: "0001158114"
company_name: "APPLIED OPTOELECTRONICS, INC."
filed_at: "2023-06-21T23:59:59+00:00"
generated_at: "2026-06-13T19:44:10.571419+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics enters 5-year supply agreement with Microsoft for design/assembly services

## Summary
- SOW No. 2 covers design and assembly of goods per Microsoft specifications with a 5-year initial term and auto-renewal.
- Payments tied to milestone completions; includes 10-year irrevocable reservation of dedicated production lines.
- Supplier must maintain minimum manufacturing capacity and adjust based on Microsoft's forecasts.
- Microsoft may terminate without notice if parties fail to execute a superseding agreement by a redacted date.
- Redacted financial details; agreement includes standard PO terms with 60-day net payment and FOB/DDP shipping.

## SEC filing metadata
- accession: 0001683168-23-004319
- form_type: 8-K
- ticker: AAOI
- cik: 0001158114
- company_name: APPLIED OPTOELECTRONICS, INC.
- filed_at: 2023-06-21T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1158114/000168316823004319/0001683168-23-004319-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1158114/000168316823004319/aaoi_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-23-004319
- JSON: https://secwatch.observer/filing/0001683168-23-004319.json
- Plain text: https://secwatch.observer/filing/0001683168-23-004319.txt

## Key facts
- Material Agreements
  APPLIED OPTOELECTRONICS, INC. entered into SOW No. 2 with Microsoft Corporation (effective 2023-06-21).
  - Action: entry
  - Agreement: supply
  - Counterparty: Microsoft Corporation
  - Effective: 2023-06-21
  source text: On June 21, 2023, Applied Optoelectronics, Inc. (the “Company”) entered into a supply agreement (“the SOW No. 2”) with Microsoft Corporation (“Microsoft”), pursuant to which the Company will provide certain design services and assembly services of goods in accordance with Microsoft’s specifications (“Goods”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1158114/000168316823004319/0001683168-23-004319-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.