# 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.

- Type: Contract
- Announced: 2026-11-03
- Where: China
- Value: $194.0M
- Status: announced
- Capacity: 180,000 pieces of 4-inch N-type InP substrates per year
- Products: 4-inch N-type indium phosphide (InP) substrates
- Sectors: [Semiconductors and Industrial Electronics](https://endata.com/sectors/semiconductors-electronics.md)

## Companies

- [Yunnan Xinyao Semiconductor Materials](https://endata.com/companies/15603.md)
- [Yunnan Chihong Germanium](https://endata.com/companies/94858.md)
- [Applied Optoelectronics](https://endata.com/companies/15398.md) (customer)
- [Yunnan Xinyao Semiconductor Materials](https://endata.com/companies/15603.md) (supplier)
- [Yunnan Germanium](https://endata.com/companies/15604.md) (investor)
- [Yunnan Germanium](https://endata.com/companies/15604.md) (partner)

## Sources

- [newspim.com](https://www.newspim.com/news/view/20261105001128), 2026-11-05: "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."
- [thepaper.cn](https://www.thepaper.cn/newsDetail_forward_34412549), 2026-11-05: "AOI预计于2027年至2031年期间每年向云南鑫耀采购18万片4英寸N型磷化铟衬底，五年合计约90万片。"
- [finance.sina.com.cn](https://finance.sina.com.cn/jjxw/2026-11-05/doc-inixsrrw9440371.shtml), 2026-11-05: "AOI预计于2027年至2031年期间每年向云南鑫耀采购18万片4英寸N型磷化铟衬底，五年合计约90万片。"
- [global.eefocus.com](https://global.eefocus.com/article/indium-phosphide-substrates-tighten-yunnan-germanium-lands-900k-wafer-5-year-deal-with-aoi.html), 2026-11-06: "AOI plans to purchase 180,000 pieces of 4-inch N-type InP substrates annually from 2027 to 2031, totaling 900,000 pieces over five years."

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Data from Endata (https://endata.com/). Announcements are summarized from public sources and may be incomplete; check the linked originals.