{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-25-007913","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2025-11-03T23:59:59+00:00","discovered_at":"2026-05-14T18:02:38.898976+00:00","generated_at":"2026-05-17T00:49:53.876023+00:00","sec_items":["1.01","2.03","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"confidence":"high","headline":"Applied Optoelectronics subsidiary leases additional 54,086 sq ft in Taiwan, sole tenant through 2040","bullets":["Subsidiary Prime World leases remaining 54,086 sq ft of Taiwan facility, becoming sole tenant.","15-year lease from Dec 1 2025 to Oct 31 2040; monthly rent NTD 1,292k-1,370k, increasing 3% every 5 years.","Rights include first refusal to purchase property and early termination protection for first 8 years.","Lease covers former Coupang space; rent-free fit-out period Nov 1-30, 2025."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-25-007913","json":"https://secwatch.observer/filing/0001683168-25-007913.json","markdown":"https://secwatch.observer/filing/0001683168-25-007913.md","text":"https://secwatch.observer/filing/0001683168-25-007913.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316825007913/0001683168-25-007913-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316825007913/aaoi_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T00:49:53.876023+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"a0eab813875d1edfd3c28d15989b10806d6c6ec9","claim":"APPLIED OPTOELECTRONICS, INC. incurred lease obligation with International Games System Co., Ltd. maturing October 31, 2040.","evidence_excerpt":"On October 28, 2025, Prime World International Holdings Ltd. (“Prime World”), a wholly owned subsidiary of Applied Optoelectronics, Inc., entered into a new Premise Lease Agreement (the “Lease Agreement”) with International Games System Co., Ltd. (the “Lessor”).","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158114/000168316825007913/0001683168-25-007913-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"lease obligation"},{"label":"Counterparty","value":"International Games System Co., Ltd."},{"label":"Maturity","value":"October 31, 2040"},{"label":"Event","value":"incurrence"}],"fact_type":"debt_financing"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}