April 8 SMM small metal spot price: cadmium ingots, bars ≥ 99.99% average price down 300 yuan / ton

IQE reported H1 2026 revenue of £64.6 million, up 43% YoY, while Photonics revenue rose 45% to £38.5 million, supported by US defence funding releases and continued growth in AI and datacenter markets. The company said strong InP demand is driving volume growth and that existing tooling will be converted in H2 to increase InP capacity for significant AI and datacenter demand. IQE expects FY2026 revenue growth above 30%. SMM views simultaneous growth in InP volumes and capacity as direct support for medium-term high-purity indium demand. However, IQE did not disclose InP shipment volumes or indium feedstock consumption, preventing a quantitative estimate.

Driven by advances in global lightweighting, new‑energy and high‑end‑equipment industries, magnesium is gaining higher strategic resource value, with steady rigid demand in vehicle weight reduction, aerospace applications and high‑end alloy production.

Guangdong Orient Zirconic Ind Sci & Tech Co., Ltd. has issued a product price adjustment notice, announcing price hikes for its zirconium-related products effective September 21, 2026. Details of the price adjustment are as follows: Zirconium Oxychloride (including mother liquor material) will increase by RMB 1,000 per ton; Zirconium Dioxide will rise by RMB 3,000 per ton; Fused Zirconia will go up by RMB 2,000 per ton. Prices of other zirconium series products of the company will be adjusted synchronously. Driven by current market conditions, Orient Zirconic has officially implemented this round of price increases for zirconium products, which will exert an impact on the cost side of upstream and downstream players in the zirconium industrial chain.