# Yunnan Germanium subsidiary signs long-term supply deal with AOI for indium phosphide substrates

Yunnan Germanium's subsidiary Yunnan Xinyao signed a long-term supply agreement with AOI to supply 180,000 pieces per year from 2027 to 2031, totaling 900,000 pieces of 4-inch N-type indium phosphide substrates. The 2027 contract amount is $194 million.

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

## Companies

- [Yunnan Germanium Industry](https://endata.com/companies/15898.md)
- [Yunnan Xinyao](https://endata.com/companies/15899.md) (supplier)
- [AOI](https://endata.com/companies/15900.md) (customer)

## Sources

- [en.5iter.com](https://en.5iter.com/telegraph/30151/), 2026-11-03: "AOI expects to purchase 180,000 pieces per year from 2027 to 2031, for a total of 900,000 pieces of 4-inch N-type indium phosphide substrates."

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