NuAxiSemiconductor trade intelligence
RT NEWS: China’s InP substrate industry gains momentum! VOT subsidiary Xianrui Technology has secured a US$601M+ supply deal with #Coherent for 6-inc...
What happened
TrendForce reposted news: Xianrui Technology, a subsidiary of VOT, has secured a supply deal with Coherent for 6-inch InP substrates worth over US$601 million, with deliveries planned for 2027–2029. The transaction is at the signing stage; deliveries remain a plan, and the source does not state the cause.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
6-inch InP substrate
Xianrui TechnologyVOTCoherent
InP substratesupply agreementCoherentVOTXianrui Technology
Source and time
Source: TrendForce Official (Market Data) · 11/11/2026 · View original source
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