---
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"
generated_at: "2026-05-17T00:49:53.876023+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.35
calibrated_materiality_score: 0.35
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics subsidiary leases additional 54,086 sq ft in Taiwan, sole tenant through 2040

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.35
- calibrated_materiality_score: 0.35
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-25-007913
- JSON: https://secwatch.observer/filing/0001683168-25-007913.json
- Plain text: https://secwatch.observer/filing/0001683168-25-007913.txt

## Key facts
- Debt Financings
  APPLIED OPTOELECTRONICS, INC. incurred lease obligation with International Games System Co., Ltd. maturing October 31, 2040.
  - Instrument: lease obligation
  - Counterparty: International Games System Co., Ltd.
  - Maturity: October 31, 2040
  - Event: incurrence
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1158114/000168316825007913/0001683168-25-007913-index.htm

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