# Yunnan Germanium subsidiary signs five-year indium phosphide wafer supply deal with Applied Optoelectronics

Yunnan Xinyao Semiconductor Materials, a controlling subsidiary of Yunnan Germanium, signed a five-year long-term supply agreement with Applied Optoelectronics (AOI) to supply 180,000 4-inch N-type indium phosphide substrates per year from 2027 to 2031, totaling about 900,000 wafers. The 2027 contract is valued at approximately USD 194 million.

- Type: Contract
- Announced: 2026-11-03
- Where: China
- Value: $194.0M
- Status: announced
- Capacity: 180,000 4-inch N-type indium phosphide substrates per year
- Products: 4-inch N-type indium phosphide substrates
- Sectors: [Semiconductors and Industrial Electronics](https://endata.com/sectors/semiconductors-electronics.md)

## Companies

- [Applied Optoelectronics](https://endata.com/companies/15398.md) (customer)
- [Yunnan Xinyao Semiconductor Materials](https://endata.com/companies/15603.md) (supplier)
- [Yunnan Germanium](https://endata.com/companies/15604.md) (partner)

## Sources

- [finance.biggo.com](https://finance.biggo.com/news/cdf2fb70-1a47-4e53-9511-95cda9b58846), 2026-11-04: "AOI is expected to purchase 180,000 4-inch N-type indium phosphide substrates per year from 2027 to 2031, totaling about 900,000 wafers over five years."

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Data from Endata (https://endata.com/). Announcements are summarized from public sources and may be incomplete; check the linked originals.