
🔥 $AAOI JUST LOCKED A $194.4M InP SUBSTRATE DEAL FOR 2027 ALONE Chinese supplier Yunnan Xinyao (Yunnan Germanium) signed a 5 year supply agreement: → 180,000 wafers/year 2027-2031 → $194.4 million firm for 2027 This is the critical material for the lasers inside 800G & 1.6T AI optics. While the industry fights for InP capacity, $AAOI just secured massive multi year volume. Supply chain derisked -> scale confirmed -> AI optics ramp fully fueled. Extremely bullish $AAOI