5N Plus Semiconductors LLC

5N Plus Semiconductors LLC, a foreign-owned small disadvantaged business subsidiary of Canadian parent 5N Plus Inc., supplies specialized semiconductor materials and wafer storage services to the Department of Defense as a prime contractor (68% of recent awards) and as a subcontractor providing germanium and gallium arsenide substrates to defense primes.

5N Plus Semiconductors operates as a specialty materials manufacturer headquartered in St. George, Utah, with primary NAICS classification in Semiconductor and Related Device Manufacturing (12 of recent awards). The vendor holds no SBA set-aside certifications; its designation as a foreign-owned small disadvantaged business reflects self-certification rather than federal program enrollment. Corporate structure shows 5N Plus Inc., the Canadian parent, as the ultimate parent entity, with 5N Plus Semiconductors LLC as the operating subsidiary holding the federal prime awards and performing substantially all contract work.

The vendor's concrete capability footprint centers on germanium wafer storage, rotation, and conditioning services for defense applications, plus gallium arsenide substrate manufacturing for space-qualified solar cells. On the prime side, 5N Plus Semiconductors holds a single-award indefinite-delivery contract (IDC SP800022D0001) with Defense Logistics Agency Strategic Materials, valued at $1.322 million and running through June 30, 2026, with four task orders totaling approximately $41 thousand in combined potential value across multiple delivery orders for germanium wafer storage in Columbus, Ohio and Fort Belvoir, Virginia. The vendor also holds a newer single-award IDC (awarded July 1, 2026, valued at $1.148 million through June 30, 2031) for germanium wafer storage and rotation supporting the National Defense Stockpile's approximately 68,671 unfinished wafers destined for photovoltaic solar cells in space applications. On June 27, 2024, the Office of the Secretary of Defense awarded 5N Plus Semiconductors an Other Transaction Agreement (OTA) IDV with a $3.449994 million ceiling for gallium arsenide substrate procurement for solar cells, positioned outside the FAR and supporting Air Force space-power generation needs. Beyond contracts, 5N Plus Semiconductors received a $6.541553 million Cooperative Agreement (Defense Production Act Title III) from the Office of the Secretary of Defense, awarded April 11, 2024 and extending through July 30, 2028, for sustainment and enhancement of the space-qualified solar cell supply chain.

Customer concentration is heavily skewed toward strategic materials and space applications. Defense Logistics Agency Strategic Materials dominates both award count and potential value (9 awards, $6.2 million combined potential value), representing 65% of all potential value across the prime footprint. The Office of the Secretary of Defense accounts for 3 awards ($3.4 million combined potential value) anchored by the OTA and DPA Title III grant. The Department of the Army, through its Acquisition Support Center PEO Soldier and Materiel Command Communications Electronics Command, and the Department of the Navy Naval Air Systems Command round out the customer set with 6 combined awards. Recent activity accelerated sharply: two awards in 2022, three in 2023, three in 2024, one in 2025, and six in 2026, with the bulk of 2026 volume concentrated in the first ten weeks.

On the subcontractor side, 5N Plus Semiconductors supplies germanium crystals (infrared-grade and refined materials, 99.999% purity) to DRS Network & Imaging Systems LLC for thermal imaging applications in Army communications systems, with three delivery orders in August 2026 and one in January 2026 for infrared-grade germanium and refine materials supporting Army CECOM spares procurement. The vendor also supplies germanium wafers to Lockheed Martin for space-application solar cells, with two funding actions in 2023 for FTI JETS wafers.

Awards with ultimate completion dates in the next twenty-four months total three (combined potential value $11 thousand), creating minimal recompete pressure in that window relative to the strategic material mission continuity represented by the two IDCs and the OTA extending through 2028–2031. Combined dollars obligated ($53.5 million) significantly exceed combined potential value ($9.6 million), indicating sustained task-order execution and call-down velocity against the standing IDCs and OTA.

5N Plus Semiconductors supplies epitaxial-ready germanium wafers (50mm to 150mm) to the multi-junction solar cell and semiconductor industries; refines and recycles germanium scraps; Cadmium Telluride and Cadmium Zinc Telluride for infrared and medical imaging systems; and Indium Antimonide for IR systems and detectors.