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Applied Optoelectronics (NASDAQ: AAOI) doubles China bank credit line to RMB 500M

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Applied Optoelectronics, through its wholly owned subsidiary Global Technology, entered a new one-year credit line agreement with Shanghai Pudong Development Bank in Ningbo, China. The bank agreed to provide a credit line of up to RMB 500,000,000 to support working capital and general operations.

This new facility replaces a prior RMB 250,000,000 credit arrangement and allows Global Technology to draw funds between May 21, 2026 and May 21, 2027. The line can be used for working capital loans, fixed asset loans, and bank acceptance bills, and is secured by previously mortgaged real property.

Positive

  • None.

Negative

  • None.
Item 1.01 Entry into a Material Definitive Agreement Business
The company signed a significant contract such as a merger agreement, credit facility, or major partnership.
Item 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement Financial
The company incurred a new significant debt or off-balance-sheet obligation.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
New credit line limit RMB 500,000,000 Aggregate amount under Financing Credit Line Agreement
Original credit facility RMB 250,000,000 Maximum under July 29, 2025 facility superseded by new line
Working capital sublimit RMB 150,000,000 Shared with fixed asset loan sublimit
Fixed asset loan sublimit RMB 300,000,000 Non-revolving portion of credit line
Bank acceptance bills sublimit RMB 200,000,000 Revolving sublimit for bank acceptance bills
Availability period start May 21, 2026 Date from which Global Technology may draw
Availability period end May 21, 2027 Last date to draw under credit line
Agreement date June 11, 2026 Date Financing Credit Line Agreement was entered
credit line financial
"entered into a one-year credit line agreement with Shanghai Pudong Development Bank"
A credit line is an agreement with a bank or lender that lets a borrower draw money up to a set limit, repay it, and borrow again as needed — like a business credit card or overdraft for a company. It matters to investors because it provides short-term cash flexibility to cover payroll, buy inventory, or bridge timing gaps; the size, cost, and conditions of the credit line affect a company’s financial health, liquidity risk, and ability to grow.
working capital loans financial
"may be utilized for the following financing arrangements: (i) working capital loans in an aggregate principal amount"
Working capital loans are short-term loans companies use to cover everyday operational expenses—such as payroll, inventory purchases, or utility bills—when incoming cash is delayed or uneven. Investors care because frequent or growing reliance on these loans can signal ongoing cash-flow stress and higher financial risk, while occasional use can simply smooth predictable ups and downs; like a household using a short-term loan to bridge paychecks, it affects a company’s short-term stability and flexibility.
fixed asset loans financial
"(ii) fixed asset loans in an aggregate principal amount of up to RMB 300,000,000"
bank acceptance bills financial
"(iii) bank acceptance bills in an aggregate principal amount of up to RMB 200,000,000"
events of default financial
"contains rights and obligations, representations and warranties, and events of default applicable to Global Technology"
Events of default are specific breaches or failures listed in a loan, bond, or credit agreement that give lenders the right to act, such as demanding immediate repayment, raising interest rates, or taking secured assets. They matter to investors because triggering one is like setting off a financial alarm: it raises the chance of foreclosure, restructuring, or bankruptcy and can sharply reduce the value of a company’s stock or bonds and increase borrowing costs.
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false 0001158114 0001158114 2026-06-11 2026-06-11 iso4217:USD xbrli:shares iso4217:USD xbrli:shares

 

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported): June 11, 2026

 

 

 

Applied Optoelectronics, Inc.

(Exact name of registrant as specified in its charter)

 

Delaware 001-36083 76-0533927
(State or other jurisdiction of incorporation) (Commission File Number) (I.R.S. Employer Identification No.)

 

13139 Jess Pirtle Blvd.
Sugar Land
, Texas 77478

(Address of principal executive offices and zip code)

 

(281) 295-1800

(Registrant’s telephone number, including area code)

 

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

 

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class Trading Symbol(s) Name of each exchange on which registered
Common Stock, Par value $0.001 AAOI NASDAQ Global Market

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

 

Emerging growth company ¨

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

 

 

 

 

   

 

 

Item 1.01 Entry into a Material Definitive Agreement.

 

On June 11, 2026, Global Technology, Inc. (“Global Technology”), a wholly owned subsidiary of Applied Optoelectronics, Inc., entered into a one-year credit line agreement with Shanghai Pudong Development Bank Co., Ltd. in Ningbo City, China (the “Bank”), pursuant to which the Bank agreed to provide Global Technology with a credit line in an aggregate amount of up to RMB 500,000,000 (the “Credit Line”).

 

The Credit Line supersedes the prior credit facility agreement between Global Technology and the Bank dated July 29, 2025, which provided for a maximum credit facility of RMB 250,000,000 (the "Original Credit Facility"). The Credit Line increases Original Credit Facility from RMB 250,000,000 to RMB 500,000,000 to support Global Technology’s working capital needs and general business operations. Pursuant to the Credit Line, any amounts previously extended by the Bank under the Original Credit Facility will remain outstanding and reduce the amount available for borrowing under the Credit Line.

 

The Credit Line may be utilized for the following financing arrangements: (i) working capital loans in an aggregate principal amount of up to RMB 150,000,000, which is shared with the fixed asset loan sublimit, (ii) fixed asset loans in an aggregate principal amount of up to RMB 300,000,000, and (iii) bank acceptance bills in an aggregate principal amount of up to RMB 200,000,000. The fixed asset loan portion of the Credit Line is non-revolving, while the working capital loan and bank acceptance bill portions are available on a revolving basis.

 

Global Technology may draw upon the Credit Line on an as-needed basis at any time during the period from May 21, 2026 through May 21, 2027; provided, however, the Bank may revoke the Credit Line at any time at its sole discretion. The Bank may do so without prior notice in the event of changes in applicable laws, regulations, or policies, restrictions imposed by government monetary or financial regulatory policies, changes in market conditions, fund positions, financial costs, the Bank's own business needs, or a deterioration in Global Technology’s credit condition. The interest rate applicable to each draw will be determined by mutual agreement between the Bank and Global Technology and specified in the loan documents executed at the time of such draw.

 

Global Technology’s obligations under the Credit Line will be secured by the real property previously mortgaged to the Bank in connection with the Original Credit Facility. The Credit Line contains rights and obligations, representations and warranties, and events of default applicable to Global Technology that are customary for agreements of this type.

 

The foregoing description of the Credit Line does not purport to be a complete statement of the parties’ rights and obligations under the agreements and is qualified in its entirety by reference to the full text of the Financing Credit Line Agreement, an English translation of which is attached as Exhibit 10.1 to this Current Report on Form 8-K and is incorporated by reference herein.

 

Item 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant.

 

The information as set forth in Item 1.01 of this Current Report on Form 8-K is incorporated by reference into Item 2.03.

 

Item 9.01 Financial Statements and Exhibits.

 

(d) Exhibits

 

10.1 Translation of the Financing Credit Line Agreement, dated June 11, 2026, between Global Technology, Inc. and Shanghai Pudong Development Bank Co., Ltd.
104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

 

 

 

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SIGNATURES

 

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

Date: June 16, 2026 APPLIED OPTOELECTRONICS, INC.  
       
       
  By: /s/ David C. Kuo  
  Name David C. Kuo  
  Title: Senior Vice President and Chief Legal Officer  
       

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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FAQ

What new financing did Applied Optoelectronics (AAOI) secure in China?

Applied Optoelectronics’ subsidiary Global Technology obtained a one-year credit line of up to RMB 500,000,000 from Shanghai Pudong Development Bank. This facility supports working capital needs and general business operations under a structured financing arrangement in Ningbo, China.

How does the new AAOI credit line compare to the prior facility?

The new credit line increases Global Technology’s borrowing capacity from RMB 250,000,000 to RMB 500,000,000. It supersedes the July 29, 2025 facility, with any amounts already extended remaining outstanding and reducing the new line’s available borrowing capacity.

What types of loans are available under AAOI’s new credit line?

The agreement permits working capital loans up to RMB 150,000,000, fixed asset loans up to RMB 300,000,000, and bank acceptance bills up to RMB 200,000,000. The fixed asset portion is non-revolving, while working capital and acceptance bill portions are revolving.

Over what period can Global Technology draw on the AAOI credit line?

Global Technology may draw on the credit line at any time from May 21, 2026 through May 21, 2027. Each draw is subject to mutually agreed interest terms documented at the time of borrowing under the financing arrangement.

Can Shanghai Pudong Development Bank revoke AAOI’s credit line?

Shanghai Pudong Development Bank may revoke the credit line at its sole discretion, including without prior notice in certain circumstances. These include legal or policy changes, market and funding conditions, the bank’s business needs, or a deterioration in Global Technology’s credit condition.

What secures the obligations under Applied Optoelectronics’ new credit line?

Global Technology’s obligations are secured by real property previously mortgaged to Shanghai Pudong Development Bank under the original credit facility. The agreement also includes customary representations, warranties, and events of default for financing arrangements of this type.

Filing Exhibits & Attachments

4 documents