SES AI Partners with Top Material to Enhance Battery Manufacturing Capacity
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
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Source: Newsfilter
- Capacity Enhancement Collaboration: SES AI and Top Material have announced a partnership to boost battery manufacturing capacity at SES AI's Chungju facility in South Korea, aimed at meeting the growing demand for drones and urban air mobility (UAM), which is expected to significantly enhance market competitiveness.
- Technological Integration Advantage: This collaboration will leverage SES AI's high-energy density lithium-metal battery technology alongside Top Material's engineering and manufacturing expertise, with the goal of establishing a secure and efficient battery supply chain compliant with the U.S. National Defense Authorization Act requirements.
- Foundation of Historical Achievements: SES AI's Chungju factory, operational since 2021, has successfully produced the world's first 100Ah lithium-metal battery and plans to launch a 30Ah lithium-metal battery in 2024, showcasing its leadership in battery technology.
- Future Development Plans: The collaboration is based on a non-binding agreement, with a target to finalize a definitive agreement by Q1 2026, indicating both parties' shared expectations and confidence in future market expansion.
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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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