【SMM Flash News】Renforth Reports 10.9 Metres Grading 0.544% Zinc at Victoria

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.

Bunker Hill said on October 5 that its Idaho zinc-lead-silver mine remained on track to achieve commercial production by year-end 2026. The revised criteria require throughput of at least 65% of the plant’s 1,800-tonne-per-day nameplate capacity, alongside zinc, lead and silver recoveries of at least 70%, for 60 consecutive days. A 10-hole, 975-metre surface drilling programme has also started at Page.

Vedanta reported that Zinc International produced 53,000 tonnes of mined metal in the quarter ended September 30, 2026, down 12% year on year but up 9% quarter on quarter. Gamsberg contributed 46,000 tonnes, down 6% year on year and up 1% sequentially, while BMM produced 7,000 tonnes. Gamsberg Phase 2 was commissioned during the quarter, with saleable production expected to begin in October 2026. Stabilisation of BMM’s plant supported the sequential increase in total output. First-half mined metal production was 102,000 tonnes, down 13% year on year.