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US optical module leader AAOI earnings call: Expected production capacity to expand 10x in two years, 1.6T may be certified by major client within two weeks | Earnings Report Insights - BitgetBitget · Fri, 07 Aug 2026 12:26:11 GMTAAOI's Texas Plant Capacity to Surge Nearly 10-Fold in Two Years; 1.6T Optical Modules Could Secure Major Customer Certification Within Two Weeks - finance.biggo.comfinance.biggo.com · Fri, 07 Aug 2026 12:25:00 GMTJPMorgan Research Report Analysis: Optical Module Market CAGR Reaches 28%, NPO/CPO to Account for One-Quarter Share by… - 深潮TechFlow深潮TechFlow · Fri, 07 Aug 2026 07:09:00 GMTNo InP, No Optical Transceiver ?! - semivisionsemivision · Fri, 07 Aug 2026 03:43:09 GMTCompeq Posts Q2 EPS of NT$1.24; Satellite Board Exclusivity, Tight 800G Optical Module Capacity to Drive Sequential Growth in H2 - finance.biggo.comfinance.biggo.com · Fri, 07 Aug 2026 02:06:00 GMTChina Accounts for 56% of Global Optical Module Manufacturing; Short-Term Supply Chain Decoupling Unlikely Under Potential U.S. Restrictions, Says TrendForce - TrendForceTrendForce · Wed, 05 Aug 2026 09:51:59 GMTChina's Optical Modules, PCBs, and Domestic AI Chips: A Day in the Market - PandailyPandaily · Wed, 05 Aug 2026 07:57:11 GMTU.S. Drafts Ban on Chinese Optical Modules, Exposing Mutual Supply Chain Risks - Caixin GlobalCaixin Global · Tue, 04 Aug 2026 19:16:00 GMT