[SMM Computing Power News] 61,000 reported for 128 units of 910C in east China

SMM learned that one RTX 4090 unit in north-west China is available for rent at 7,000 yuan/unit/month, with one unit available; the lease term, contract type, deposit and payment terms, and networking method were not specified. This price is on par with the lowest price of 7,000 yuan in the Yangtze River Delta on October 14, 800 yuan lower than the south China spot price of 7,800 yuan at end-August, a decline of 10.3%, and the same as the fixed release tier of 7,000 yuan in early September, representing the lowest tier in SMM's collected samples. As a single-point quote, it is not enough to reflect the overall market level, and SMM will continue to track it. For details, contact SMM Cao Zheng at 021-51595793.

ClassOne Technology has received follow-on production orders from two leading photonics manufacturers for multiple Solstice S8 single-wafer wet-processing systems. Equipped with GoldPro electroplating chambers, the systems will support high-volume gold plating of 4-inch and 6-inch Indium Phosphide (InP) wafers used in next-generation optical devices for Artificial Intelligence data centres and other high-bandwidth communications applications. Both customers have adopted Solstice as their global production tool of record for gold plating and anticipate deploying multiple additional systems as InP-based transceiver capacity expands. SMM believes the repeat orders indicate that the 6-inch InP supply chain is progressing from capacity planning to volume-manufacturing infrastructure, supporting

All 19 indices remained flat today, marking two consecutive days of no change. In central China, two H20 96G units with a one-year closed-box tax-inclusive price of 43,000 yuan (approximately 7.47 yuan per card at the time) have been listed for two days and remain available for lease, lower than the east China pre-sale price of 46,000 yuan but higher than the south China annual contract price of 41,000 yuan. With delivery not yet due and a short observation window, it is difficult to determine whether demand is weakening. A Beijing channel partner has listed nearly 20 H20 141G full units at 2.83 million yuan per unit with a three-year warranty, equivalent to approximately 354,000 yuan per card. On-site inspection is required, with a 30% deposit to lock in the goods and the balance paid after stress testing, executed across two warehouses with about nine units each.