Yunnan Germanium subsidiary signs $194M InP substrate supply deal with AOI

Yunnan Chihong Germanium's subsidiary Yunnan Xinyao Semiconductor Materials signed a contract with Applied Optoelectronics (AOI) to supply 180,000 pieces of 4-inch N-type indium phosphide (InP) substrates annually from 2027 to 2031. The first-year contract value is $194 million.

“Yunnan Germanium's subsidiary Yunnan Xinyao Semiconductor Materials recently signed a contract with AOI to supply 180,000 pieces of 4-inch N-type indium phosphide (InP) substrates annually from 2027 to 2031.”newspim.com

• 4 sources
• newspim.com[중국 특징주] 中 운남게르마늄, 美 AOI서 대규모 인화인듐 기판 수주Nov 5, 2026
• thepaper.cn美国光模块“小巨人”锁定中国供应商五年磷化铟订单，云南锗业股价大涨_能见度_澎湃新闻-The PaperNov 5, 2026
• finance.sina.com.cn美国光模块“小巨人”锁定中国供应商五年磷化铟订单，云南锗业股价大涨_新浪财经_新浪网Nov 5, 2026
• global.eefocus.comIndium Phosphide Substrates Tighten: Yunnan Germanium Lands 900k-Wafer 5-Year Deal with AOI-eefocusNov 6, 2026

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