secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED OPTOELECTRONICS, INC. (AAOI)
CIK:        0001158114
Form:       8-K
Filed at:   2025-09-04T23:59:59+00:00
Accession:  0001683168-25-006678
Event type: other_material
Sentiment:  neutral
Materiality: 0.60
Item codes: 1.01, 2.03, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158114/000168316825006678/0001683168-25-006678-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158114/000168316825006678/aaoi_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-25-006678

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