[SMM Computing Power News] Sichuan data center: 5 units of 8-card 4090 full machines, annual rental at 7,300 yuan per unit per month

September 22: In the memory channel market, the first unilateral price concession by sellers occurred this round—DDR5 64G mainstream shipment interest surged 57.3% week over week, while purchase interest rose only 2.8%. The median offer price dropped from 19,165 yuan to 18,036 yuan, down 5.9%, and the bid-ask spread narrowed from 2,433 yuan to 1,157 yuan, nearly halving. Over the same period, original manufacturers' contract prices were still rising, creating a divergence between the two ends. On the hardware side, the much-discussed "PRO6000" in the channel actually refers to four specifications, with quotes ranging from 68,300 yuan/piece to 166,000 yuan/piece, a 2.43-fold difference. After breaking down the specifications, the three mainstream specifications each

IQE reported H1 2026 revenue of £64.6 million, up 43% YoY, while Photonics revenue rose 45% to £38.5 million, supported by US defence funding releases and continued growth in AI and datacenter markets. The company said strong InP demand is driving volume growth and that existing tooling will be converted in H2 to increase InP capacity for significant AI and datacenter demand. IQE expects FY2026 revenue growth above 30%. SMM views simultaneous growth in InP volumes and capacity as direct support for medium-term high-purity indium demand. However, IQE did not disclose InP shipment volumes or indium feedstock consumption, preventing a quantitative estimate.

Coherent reported fiscal Q4 2026 Datacenter & Communications revenue of $1.615 billion, up 18.6% QoQ and 58.6% YoY, accounting for approximately 79% of total revenue. The company cited accelerating customer demand as AI datacenter architectures transition from copper to optical connectivity and said it is prioritizing manufacturing capacity expansion. Coherent’s technical materials identify indium phosphide as an important platform for native laser integration and high-bandwidth 400G-per-lane optical systems. SMM views the expansion of AI optical connectivity as supportive of medium-term InP and high-purity indium demand. However, Coherent did not disclose InP product shipments, preventing a quantitative estimate of the corresponding increase in indium consumption.