$Applied Optoelectronics(AAOI)$ Thompson Lin pointed out that laser is their main technology and core focus, and they have been working closely with at least five customers. For truly high-volume manufacturing, he thinks it looks more like late Q3 next year. Right now they are adding a lot more MOCVD, epi, and stepper equipment in Houston, and they already have a second fab in the works. The current fab's overall capacity is expected to grow by almost 300% by Q3 next year, and even that isn't enough, which is why they are building a clean room for the second fab in the Houston area. That one is planned to be about four times the size of the current facility.
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