Hanwha Qcells to Build Largest U.S. Solar and ESS Project by 2028

Lumentum reported fiscal Q4 2026 revenue of $1.006 billion, up 24.5% QoQ and 109.3% YoY. Components revenue reached $649.4 million, rising 102.7% YoY. The company said increasing AI compute speed and bandwidth requirements are driving greater use of optical connectivity in datacenters, alongside accelerating 1.6T cloud-module adoption and growing demand for ultra-high-power CPO lasers. Its fiscal Q1 2027 revenue guidance midpoint reached $1.25 billion. SMM views the expansion of high-speed optical modules and lasers as providing downstream demand support for InP and high-purity indium. However, Lumentum did not disclose InP-specific revenue, shipments or indium consumption, preventing a quantitative estimate of demand growth.

[SMM Silicon-based PV Morning Meeting Summary: Pre-holiday stockpiling begins, silicon chain holds prices firm amid stalemate] This week, silicon coal prices in major production areas remained largely stable, with Xinjiang non-caking silicon coal at 900-950 yuan/mt, Xinjiang silicon coal at 1,300-1,350 yuan/mt, Shaanxi silicon coal at around 950 yuan/mt, Gansu silicon coal (mixed) at 1,410 yuan/mt, and Gansu silicon coal (granular) at 1,460 yuan/mt.

On September 20, the 0.75MW distributed PV power generation project at the Yangzhou China-Europe Cross-Border Procurement Advanced Manufacturing Industrial Park, jointly developed by JA Solar Technology Smart Energy and Zhongjiang Technology Industry Group, was successfully connected to the grid.