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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.
Yunnan Chihong's subsidiary Yunnan Xin Yao Semiconductor Materials signed a long-term supply agreement with Applied Optoelectronics (AOI) for 4-inch N-type indium phosphide substrates, with AOI expected to purchase 180,000 pieces annually from 2027 to 2031, totaling 900,000 pieces.
