Melbourne-based RayGen has fully commissioned a 1 MW concentrated solar and long-duration thermal energy storage system in Petrolina, Brazil, in partnership with Axia Energia. The facility utilizes RayGen's 'PV Ultra' technology, which uses mirrors to concentrate sunlight onto modules while capturing heat in a water-based storage system. This design achieves a 70% round-trip efficiency. Axia is testing the technology for potential large-scale deployment to help power 'AI factories.' RayGen already operates a commercial facility in Australia and is currently advancing a 200 MW/1,200 MWh utility-scale project in South Australia.

According to the latest statistics from CINNO•ICResearch, total investment in China’s PCB industry reached approximately 105.3 billion yuan in 2025, up 2.9% YoY from 2024. Although the number of investment projects in China’s PCB industry pulled back in 2025 compared with 2024, investment size per project increased significantly, with the largest single investment also rising accordingly. The investment landscape became more concentrated in the high-end segment, with an optimized structure. PCBs dedicated to AI computing power became the clear main theme, with key investment flowing into high-end products such as advanced HDI, high-layer-count boards, and high-speed, high-frequency boards; automotive electronics PCBs followed closely behind and posted strong growth, benefiting from upgrades in NEVs and intelligent driving; communications and industrial control PCBs provided steady support for 5G and data center construction. Overall, the industry moved away from the low and mid-end fragmented layout of 2024 and officially entered a new stage led by the high-end segment.

Recently, ARECOMS of the DRC announced the detailed implementation rules for carrying forward unfulfilled quotas. Pursuant to Resolution No. 005/ARECOMS/2025 dated October 10, 2025, in order to ensure the consistent and transparent implementation of export quotas, the Authority for the Regulation and Control of Strategic Mineral Substances (ARECOMS) hereby notified the relevant mineral business entities and public administrative departments of the final detailed rules for carrying forward unfulfilled quotas during the period from October 16 to December 31, 2025, as well as the detailed rules for carrying forward approved quotas for Q1 2026. The original text was translated as follows: The English translation of the above text is: