【SMM Flash News】Bunker Hill Adds Metal Recovery Criteria to Its Year-End Commercial Production Target

Semtech said in its Aug. 25 earnings presentation that its data-center photonics portfolio spans gain chips, high-power CW lasers, SOAs and high-speed photodiodes, while it has secured FY2027 equipment deliveries and acquired additional cleanroom space. Semtech acquired HieFo in March, adding US-based InP gain-chip and DFB-laser manufacturing. Q2 FY2027 data-center sales reached $100 million, up 39% QoQ and 91% YoY; Q3 sales are targeted to rise 45% QoQ and 160% YoY. SMM believes the buildout supports medium-term demand for InP and high-purity indium, although no nameplate capacity or indium consumption was disclosed.

BMC Minerals reported on October 5 that polymetallic mineralisation at the Rhyolite Peak target within its Kudz Ze Kayah project in Yukon, Canada, had been further extended. Rhyolite Peak is a silver-zinc-gold-copper-lead exploration target located near the proposed ABM mine. The update remains an exploration-stage drilling development and does not constitute a new Mineral Resource, Ore Reserve or production change.

DOWA Holdings plans to produce 113,543 tonnes of zinc in H2 FY2026, up 27.0% from its H1 plan of 89,373 tonnes and 26.8% from the 89,525 tonnes produced in H2 FY2025. Its Akita Zinc operation uses the hematite process to recover indium and other valuable metals at high yields and integrates zinc smelting with rare-metal production and recycling. Higher planned zinc output may increase feed throughput for by-product indium recovery. However, DOWA disclosed no indium production target, and any supply increase will depend on feed grades, recovery rates and operating schedules rather than zinc volumes alone.