Samsung won the French 16nm MCU outsourcing order for the next generation iPhone

[SMM Express] Zimbabwe's long-standing strategy to expand domestic chrome beneficiation continues to attract industry attention as the country seeks to increase local ferrochrome production and capture more value from its abundant chromite resources. The policy direction remains centered on encouraging in-country processing while gradually reducing reliance on exports of unprocessed chrome ore. Market participants continue to monitor investment in new smelting capacity and the implementation of beneficiation measures, as these developments could progressively reshape regional chrome ore trade flows. If Zimbabwe succeeds in increasing ferrochrome production, a larger share of domestically mined chrome ore would be consumed locally, potentially reducing ore availability for export while increasing the country's presence in the global ferrochrome market.

[SMM Express] South Africa's ferrochrome industry remains under close market watch as producers gradually advance production recovery following the implementation of preferential electricity tariffs for major smelters. The lower power tariff has improved the operating environment, supported the restart of some idle furnace capacity and eased immediate pressure on the sector after a prolonged period of production cuts driven by high electricity costs. Market participants, however, remain cautious over the pace of recovery. Although the tariff relief is expected to support higher ferrochrome output in the short term, producers continue to face challenges from global price competition and operating costs. The speed at which additional smelting capacity returns to operation will be closely monitored, as stronger ferrochrome production could gradually increase domestic chrome ore consumption and influence South Africa's export mix.

[SMM Express] Chinese titanium suppliers are expanding their focus towards international aerospace markets as global demand for the critical metal remains supported by aircraft manufacturing growth and supply chain constraints. Several Chinese companies showcased titanium sponge, ingots and other advanced materials at the Farnborough International Airshow in July 2026, seeking to strengthen relationships with overseas aerospace customers. Titanium is widely used in aerospace applications due to its high strength-to-weight ratio, corrosion resistance and ability to withstand extreme conditions. The metal is essential for aircraft components including airframes, landing gear and jet engine parts. The global titanium supply chain has faced disruptions in recent years, including the impact of the COVID-19 pandemic, sanctions affecting Russian supply and trade restrictions on Chinese materials. These factors have increased interest in alternative suppliers as aerospace manufacturers seek greater supply chain resilience. China remains one of the world’s leading titanium producers, with a growing domestic aerospace sector supported by companies such as COMAC. However, intense competition within the domestic market is encouraging Chinese suppliers to pursue export opportunities, particularly in Europe and other regions where aerospace-grade titanium supply remains constrained.