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QuantumScape Presses Toward Pilot Production After 2025 Rebound, Adds New Auto Joint Development Pact

New manufacturing steps target the shift to automotive-grade production.

Overview

  • Shares rose 100.8% in 2025, according to S&P Global Market Intelligence, following concrete progress toward commercialization.
  • QuantumScape expanded its collaboration and licensing with Volkswagen’s PowerCo to accelerate a California pilot line.
  • Deals with Corning and Murata aim to scale high‑volume production of the company’s solid ceramic separator.
  • Initial battery‑cell samples were shipped to customers for testing in the third quarter of 2025, meeting a stated milestone.
  • The company plans an automated Eagle Line in San Jose and disclosed a new joint development agreement with an automotive OEM, while bullish commentators cite roughly $1 billion in cash and a multi‑year revenue horizon.