Optical communication and semiconductor material companies take multiple measures to cope with the price surge of tin, tantalum, and indium.

According to Mars Finance, AI demand coupled with tightening supply has driven a surge in prices for tin, tantalum, and indium. Recently, Changguang Huaxin stated that the company is hedging against cost pressures primarily through two paths: first, continuously iterating processes to improve chip production yield, directly reducing material consumption per unit; second, expanding the shipment scale of optical chips to dilute the fixed production costs per unit, optimizing overall profitability and gross profit margin. An employee from the securities department of Oulai New Materials stated that the company smooths out price fluctuations by pre-stocking raw material inventory and simultaneously conducting hedging activities to hedge against raw material price volatility risks. Market data shows that tin prices have risen by 40% in the first half of the year, tantalum ingots by 158% this year, and indium by approximately 60% from the beginning of the year to mid-June. Industry insiders generally believe that in the short term, the global supply and demand situation has not fundamentally changed, downstream market demand remains strong, and prices will remain relatively high in the foreseeable future. (Reporter Wu Xuguang, Science and Technology Innovation Board Daily)