华锡有色:锡作为芯片焊接和集成电路制造中的核心材料
Group 1 - Tin is recognized as a "computing metal" due to its essential role in chip soldering and integrated circuit manufacturing, benefiting from the rapid growth in AI technology and computing power demand [1][1] - Over 65% of tin consumption is attributed to solder, with increased usage in AI servers, HBM, and advanced packaging, indicating a strong market demand [1][1] - The company has not reported sales of indium ingots in the first half of 2025, suggesting that they are being held as inventory, with operational adjustments based on market conditions and strategic planning [1][1]