SMM Tin Market Morning Comment (Feb 7)

On April 3, at the 2026 Space Computing Power Industry Conference, the "Space Computing Power Professional Committee" of the Computing Power Industry Development Consortium was established. Yicai reporters learned on site that the conference released ten key research projects that day, covering critical technologies at the satellite platform level, chip level, payload board level, networking and operations level, hardware system level, system software level, industrial application level, cross-structural level, cross-launch vehicle level, and cross-thermal management level, and that joint research collaboration will be carried out with industry participants.

The following table shows the ferrous and nonferrous metals movement on the SHFE and DCE on 03 Apr , 2026

Nvidia (NVDA.O) said it has invested $2 billion in Marvell Technology (MRVL.O), and the two sides plan to cooperate in the field of silicon photonics technology. Silicon photonics technology enables high-speed, energy-efficient data transmission, with its two common application fields being artificial intelligence and cloud computing. Nvidia Chief Executive Officer Huang Renxun said in a statement on Tuesday: “By joining forces with Marvell, we enable clients to leverage Nvidia’s AI infrastructure ecosystem and build dedicated AI computing capabilities at scale.”