Applied Optoelectronics: FY26 Q1 earnings call, May 7, 2026
No Kalshi or Polymarket word markets were listed for Applied Optoelectronics’s May 7, 2026 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Indium Phosphide”; 5 quoted, at least 25 words apart.
…of 800G and 1.6T transceivers. While this will not directly increase our indium phosphide wafer capacity, we plan to move the existing transceiver production from…
Yeah. Taran, we see a shortage of indium phosphide laser manufacturing capacity across the industry right now, and we think that's gonna persist and even…
Great. Then just to follow up on that, how do you see the ability to secure the substrate capacity for the indium phosphide?
Great. Thanks. Just wanted to ask about, get back to the indium phosphide topic here and where you are in terms of that capacity relative…
Right. Great question. As I said earlier, I think indium phosphide, capacity is critical right now. The fact that we have our own in-house laser…
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