Overview

• QuantumScape has folded its advanced Cobra separator process into baseline production, marking a pivotal step in scaling solid-state cell manufacturing.
• The Cobra technology offers roughly 25× faster heat-treatment speeds than the prior Raptor process while requiring significantly less factory space per unit.
• With Cobra now standard on the QS-0 line, QuantumScape is set to increase B1 sample volumes as it advances toward commercial readiness.
• A non-exclusive license agreement with PowerCo, Volkswagen Group’s battery arm, allows production of up to 40 GWh per year using QuantumScape’s technology.
• Following the Cobra integration announcement, QuantumScape’s shares jumped more than 40%, reflecting heightened investor confidence in its commercialization path.