Yunnan XinYao signs $194M indium phosphide substrate deal with AOI

Yunnan XinYao Semiconductor Materials, a subsidiary of Yunnan Germanium, signed a long-term supply agreement with Applied Optoelectronics Inc. for 900,000 4-inch N-type indium phosphide substrates from 2027 to 2031. The first year (2027) contract is for 180,000 substrates valued at $194.4 million.

“AOI预计于2027年至2031年期间向云南鑫耀每年采购18万片、合计90万片4英寸N型磷化铟衬底”sina.cn

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• sina.cn云南锗业：90 万片衬底订单，2027 年首单金额 1.94 亿美元|Applied Optoelectronics|Inc.|云南鑫耀半导体材料有限公司|云南锗业|磷化铟衬底|长期供货协议_新浪新闻SECRET丨田嘉瑞1204：Sep 19, 2026

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