# Yunnan Xinyao signs $194.4M InP substrate supply deal with Applied Optoelectronics

Yunnan Xinyao signed a $194.4 million contract to supply 180,000 four-inch N-type InP semiconductor substrates to Applied Optoelectronics, with a five-year framework targeting 900,000 units by 2031.

- Type: Contract
- Announced: 2026-11-05
- Where: China
- Value: $194.4M
- Status: announced
- Products: N-type InP semiconductor 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](https://endata.com/companies/15899.md) (supplier)

## Sources

- [wire.fusion-42.com](https://wire.fusion-42.com/stories/f6a176ae-1f19-4711-9b3a-97f0758b4f06), 2026-11-05: "Yunnan Xinyao signed a $194.4 million contract to supply 180,000 four-inch N-type InP semiconductor substrates to Applied Optoelectronics with a five-year framework targeting 900,000 units by 2031"

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