SES AI Expands Korean Battery Capacity to 1 Million Units Annually
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 17 2025
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Source: Newsfilter
- Capacity Expansion: SES AI plans to nearly triple the capacity at its Chungju, Korea plant to approximately 1 million AI-enabled Li-Metal and Li-ion battery cells annually, addressing the growing demand from U.S. and European drone customers, thereby significantly enhancing its market competitiveness.
- New Product Launch: The company will unveil the latest version of Molecular Universe (MU-1.5) at Battery World on December 29, 2025, and offer an on-premise solution to meet customer demands for privacy and security, further solidifying its leadership in battery technology.
- Hardware-Software Integration: The integration of SES AI's software with UZ Energy's hardware will enable deeper usage, reduce maintenance costs, and increase profitability for energy storage system (ESS) end users, marking a strategic move into the ESS market.
- Market Outlook: Through a joint venture with Hisun, SES AI will leverage existing manufacturing capacity for electrolyte materials, further driving innovation in battery technology and market expansion, which is expected to provide strong support for future growth.
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Analyst Views on SES
Wall Street analysts forecast SES stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SES is 4.00 USD with a low forecast of 4.00 USD and a high forecast of 4.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 2.270
Low
4.00
Averages
4.00
High
4.00
Current: 2.270
Low
4.00
Averages
4.00
High
4.00
About SES
SES AI Corporation is a battery manufacturing company. The Company is a developer and manufacturer of high-performance, artificial intelligence (AI)-enhanced Lithium-Metal (Li-Metal) and Lithium-ion (Li-ion) rechargeable battery technologies for electric vehicles (EVs), Urban Air Mobility, drones, robotics, Battery Energy Storage Systems and other applications. It utilizes AI across the spectrum of its business, from research and development; materials sourcing; cell design; engineering and manufacturing; to battery health and safety monitoring. The Company's differentiated battery technology is designed to combine the high energy density of Li-Metal with the manufacturability of conventional Li-ion batteries. It produces large 50 Amp-hour (Ah) and 100Ah B-sample Li-Metal battery cells for EVs. Its AI programs fall under three major categories: AI for Science, AI for Manufacturing, and AI for Safety. The Company also specializes in premium energy storage systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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