---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-25-006678"
form_type: "8-K"
ticker: "AAOI"
cik: "0001158114"
company_name: "APPLIED OPTOELECTRONICS, INC."
filed_at: "2025-09-04T23:59:59+00:00"
generated_at: "2026-05-17T08:13:36.439280+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics Taiwan subsidiary signs 15-year lease for 346K sq ft factory in New Taipei City

## Summary
- Lease starting Nov 1, 2025 at NTD 6.8M/month for first 5 years, increasing 3% every 5 years.
- Two-month rent-free fit-out period from Sept 1 to Oct 31, 2025.
- Right of first refusal to purchase the property and to lease adjacent 54K sq ft space (Coupang lease area) from July 2028.
- Security deposit of NTD 13.6M; early termination by lessor prohibited until year 9, then requires 12 months notice and 3 months rent compensation.
- Lease covers land and building in Wugu District, excludes area already leased to Coupang.

## SEC filing metadata
- accession: 0001683168-25-006678
- form_type: 8-K
- ticker: AAOI
- cik: 0001158114
- company_name: APPLIED OPTOELECTRONICS, INC.
- filed_at: 2025-09-04T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1158114/000168316825006678/0001683168-25-006678-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1158114/000168316825006678/aaoi_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-25-006678
- JSON: https://secwatch.observer/filing/0001683168-25-006678.json
- Plain text: https://secwatch.observer/filing/0001683168-25-006678.txt

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