Kesi Technology: Signs 160 Million Yuan Sales Contract for AI Large Model High-Computing-Power Servers

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.

SMM has learned that 128 units of 910C complete machines in Wuhu are available for lease at a monthly rate of 61,000 yuan per unit, with a cluster size of 128 units. For details, contact Cao Zheng at SMM, 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