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QuantumScape Jumps on Corning Deal to Develop Ceramic Separators

The collaboration targets faster separator production to push solid‑state batteries toward scale, drawing fresh investor conviction.

Overview

  • QuantumScape said it will co-develop ceramic separator manufacturing with Corning, a step the company frames as key to industrializing its lithium‑metal solid‑state cells.
  • Shares closed up 18.43% at $14.59 on Oct. 1, then traded around $15 early Thursday, nearing a 52‑week high, according to market data cited by CoinCentral and Benzinga.
  • The ceramic separator is described as a critical component that enables improved safety and higher energy density versus conventional lithium‑ion batteries.
  • Company statements and market commentary characterize the agreement as progress toward high‑volume production, though analysts still highlight execution hurdles and competition from incumbent battery makers.
  • The rally also tracked positive lithium‑sector sentiment after the U.S. government took a 10% stake in Lithium Americas, while QS remains sharply higher year to date and notably volatile.