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[Feinan Resources: Successfully produced 99.997% high-purity indium ingots and laid out strategic-level "computing power metals"] August 31st. Recently, Feinan Resources' 4N7 refined indium technical transformation project officially entered mass production and successfully produced the first batch of high-quality indium ingots with a purity of 99.997% (4N7). It is reported that the technical barriers to high-purity refined indium purification are extremely high, and there are few domestic companies with large-scale and stable production capabilities. It is reported that the outbreak of artificial intelligence has led to a surge in demand for high-speed optical modules, and indium phosphide substrates have also become a necessity for the industry. Currently, global indium ore grades continue to decline and mining costs continue to rise. Data shows that the price of indium has climbed from about 2,500 yuan/kg in 2023 to about 5,300 yuan/kg in August 2026, nearly doubling in three years.
#AI#Computing power#Optical module08-31 13:39
A
[CITIC Securities: Since 2026, the leading domestic analog company's optical module-related business has rapidly increased its business volume, driving rapid growth in performance] On August 31, CITIC Securities pointed out that driven by the strong demand for AI computing power, optical module terminals continued to increase their volume and speed upgrades, driving the rapid growth of related analog chip material numbers. Overseas leading manufacturers have positive guidance. It is estimated that the global demand for optical module analog chips will exceed 10 billion yuan in 2026. The current global pattern is dominated by overseas leaders, and domestic substitution is accelerating. Since 2026, the optical module-related business of the leading domestic analog company has experienced rapid growth, which in turn has driven rapid growth in performance.
#AI computing power#chip#Computing power#AI#semiconductor chip#Optical module08-31 08:06