[8 October SMM lead data]

NewPhotonics and Tower Semiconductor announced high-volume shipments of laser-integrated optical engines for AI infrastructure. The 800G and 1.6T PICs use Tower’s PH18DA silicon-photonics platform with heterogeneously integrated InP components, enabling lasers, SOAs, modulators and photodetectors on one chip. Volume shipments of 6.4T NPO chipsets are planned for H1 2027. SMM believes this signals that AI optical-interconnect demand is translating into InP device demand, supporting high-purity indium consumption. However, shipment volumes and InP intensity were not disclosed, so the near-term indium uplift cannot yet be quantified.

[SMM Analysis] As the Mid-Autumn Festival and National Day approach, what are the holiday arrangements for lead-acid battery enterprises in 2026? SMM, September 25: According to the General Office of the State Council's notice on the holiday arrangements for 2026, this year's Mid-Autumn Festival holiday runs from September 25 to 27, a total of 3 days; the National Day holiday runs from October 1 to 7, a total of 7 days......