QuantumScape Teams Up With Corning to Boost Solid-State Battery Production
QuantumScape Corporation (QS) has teamed up with Corning Incorporated (GLW) to enhance the production of ceramic separators for its revolutionary solid-state batteries. This collaboration, along with recent strategic partnerships and government support, has boosted QS's stock significantly.
QuantumScape's solid-state battery design uses a solid ceramic separator instead of a flammable liquid electrolyte. This innovation offers higher energy density, faster charging, and improved safety, making it a game-changer for electric vehicles (EVs) and energy storage markets.
The company's technology can adapt to various cathode types, such as Nickel Manganese Cobalt (NMC) and Lithium Iron Phosphate (LFP), boosting energy density and lowering costs. Volkswagen's battery unit, PowerCo, has secured a license to mass-produce these cells, planning to produce up to 40 gigawatt-hours (GWh) annually.
Dr. Siva Sivaram, QS's CEO and President, praised Corning's capabilities in ceramics manufacturing, making it an ideal addition to QS's technology ecosystem. The partnership aims to bring advanced battery technology to market more quickly, with mass production expected to begin in 2026.
The U.S. government's investment in Lithium Americas and its Thacker Pass project supports domestic lithium production, benefiting battery developers like QuantumScape. The global solid-state battery market is projected to grow rapidly, with a compound annual growth rate of 41.61% between 2025 and 2032.
QuantumScape's partnership with Corning is set to accelerate the production of solid-state batteries, further driving the growth of the EV and energy storage markets. With strategic collaborations and government support, QS's stock has rallied significantly in 2025, demonstrating investors' confidence in the company's innovative technology.
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