DK Electronic Materials has started mass production of high copper paste, with full gigawatt-scale production lines expected to be operational in the fourth quarter.
DK electronic materials (DKEM) told investors that cooperation with major downstream customers had progressed and the high copper paste products have entered volume production. Full GW scale production lines are expected to be operational in the fourth quarter. The company said it has made advances in seed layer formulation and paste design, demonstrating compatibility and scalability with high-efficiency TOPCon 3.0 cell processes.
Long has signed a Memorandum of Understanding with Inox Solar, a wholly owned subsidiary of India’s Inox Clean Energy, under which it will supply up to 5 GW of solar panels over the next three years. Longi will also support Inox in expanding production capacity at its module factory in Ahmedabad, Gujarat. The facility currently has a capacity of 1.2 GW, which is expected to increase to 3 GW within weeks as phase two lines come online. At the same time, Inox is developing a 5 GW integrated solar cell and module complex in Dhenkanal, Odisha. Longi said module supply and technical cooperation would proceed together to strengthen local supply chain capabilities in India’s renewable energy sector.
PowerChina has signed an investment agreement and a memorandum of understanding with the Kyrgyz Ministry of Energy, States Technology and San Energy to build a 250 MW solar power plant in Ak-Turpak, Batken region. The project will cover approximately 670 hectares and is expected to begin construction in 2025. The connection to the electricity grid is planned for 2027. The electricity generated will feed the national electricity grid to improve supply reliability in the region.
Trina Storage has agreed to join Atlas Renewable Energy in the development of a 233 MW/1003 MWh networked energy storage project in Chile. The installation is part of a larger solar-plus-storage complex and follows Atlas’ recent $475 million financing round. Trina Storage will deliver full battery system integration with networking capabilities, aimed at delivering clean energy for mining operations.
The China Non-ferrous Metals Industry Association reported stable polysilicon prices. N-type compact charging equipment traded between CNY 49,000 and CNY 55,000 per ton (USD 6,740-7,570), with an average of CNY 53,200 (USD 7,320), unchanged week on week. N-type granular silicon cost CNY 50,000–51,000 per ton (USD 6,870–7,010), with the average also remaining stable. The association noted that there were 11 active producers in October. Domestic polysilicon production reached about 137,000 tons, up 6.2 percent month-on-month and about 5.4 percent above previous expectations. With downstream demand stable, monthly inventory build-up is estimated to exceed 20,000 tons, the highest this year. Production is expected to decline to 125,000 to 130,000 tonnes in November, which could slow inventory accumulation, although total industrial inventories are still likely to exceed 400,000 tonnes by the end of the year.
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