---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-26-007160"
form_type: "8-K"
ticker: "AAOI"
cik: "0001158114"
company_name: "APPLIED OPTOELECTRONICS, INC."
filed_at: "2026-09-15T20:05:44+00:00"
generated_at: "2026-09-15T20:06:25.944053+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Applied Optoelectronics signs 10-year factory lease in Ningbo, China for production

## Summary
- Global Technology subsidiary leases 38,311.8 sq m factory from Ningbo Yiduofu Industrial Co., Ltd.
- Lease term Sept 16, 2026 to Sept 15, 2036; initial annual rent RMB 6,896,124 (RMB 15/sq m/month).
- Rent escalates 3% every 3 years starting in lease year 3; security deposit RMB 570,000.
- 3-month rent-free renovation period; lessee bears power capacity expansion costs up to 7,250 kVA dual-circuit.
- Includes right of first refusal to purchase the property and to renew on no less favorable terms.

## SEC filing metadata
- accession: 0001683168-26-007160
- form_type: 8-K
- ticker: AAOI
- cik: 0001158114
- company_name: APPLIED OPTOELECTRONICS, INC.
- filed_at: 2026-09-15T20:05:44+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1158114/000168316826007160/0001683168-26-007160-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1158114/000168316826007160/aaoi_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-26-007160
- JSON: https://secwatch.observer/filing/0001683168-26-007160.json
- Plain text: https://secwatch.observer/filing/0001683168-26-007160.txt

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