Yunnan Xinyao signs long-term InP substrate supply deal
2026-11-04 11:00:34 [Print]
Yunnan Germanium announced that its controlling subsidiary, Yunnan Xinyao Semiconductor Materials Co., Ltd., signed a "Long-Term Supply Agreement" with client Applied Optoelectronics, Inc. (AOI). Under the agreement, AOI is expected to purchase 180,000 units of 4-inch N-type indium phosphide (InP) substrates annually from Yunnan Xinyao between 2027 and 2031, totaling 900,000 units over the five-year period.
Concurrently, the two parties signed an "Annual Contract" stipulating that AOI will purchase 180,000 units in 2027 for approximately USD194 million (excluding tax). The actual amount is subject to the approved export license quantities and purchase orders. The contract term extends until the expiration of the dual-use items and technologies export license (including renewals) issued by the Ministry of Commerce (MOFCOM).
Concurrently, the two parties signed an "Annual Contract" stipulating that AOI will purchase 180,000 units in 2027 for approximately USD194 million (excluding tax). The actual amount is subject to the approved export license quantities and purchase orders. The contract term extends until the expiration of the dual-use items and technologies export license (including renewals) issued by the Ministry of Commerce (MOFCOM).

