On August 7, Applied Optoelectronics, a U.S. optical communication manufacturer, announced its second-quarter financial results, reporting GAAP revenue of $192 million, an increase of 86.31% year-over-year and 27% quarter-over-quarter. During the conference call, Chief Financial Officer Stefan Murry provided guidance on capacity expansion: 'In the second quarter, we continued to make steady progress in increasing our production capacity, particularly for our 800G and 1.6T products. Currently, our total capacity is nearing 200,000 units per month, and we expect that by the end of this year, the monthly production capacity for 800G and 1.6T products will reach approximately 650,000 units, with further increases to 930,000 units by the end of 2027.'