AAOI 8-K Summary: Material Lease Expansion

Applied Optoelectronics (AAOI) subsidiary, Prime World, entered a Material Definitive Agreement on 10/28/2025, creating a significant long-term financial obligation under Item 2.03.

• Strategic Change: Lease signed for expansion, securing sole tenancy of the entire Leased Property in New Taipei City (approx. 54,086 sq. ft. addition).
• Financial Obligation:
  • Term: 15 years (Dec 1, 2025 – Oct 31, 2040).
  • Initial Monthly Rent: NTD 1,292,000, increasing 3% every five years.
• Investor Protections: Prime World s