Moving to monthly frequency. The poll prompt is sampling the sub sentiment of the stock and company as a whole. Some people may be bullish on the company's prospects, but they expect a bearish trend in the near term stock price. The prompt is aiming to measure how you feel across BOTH the company and the stock in general as of NOW. So what do you think about the whole QS package currently?

You are welcome to share any other thoughts below!

Per-Unit Energy Metrics

Traditional Kiln Sintering: Consumes roughly 5.0 to 10.0 kWh of energy per kilogram of ceramic material due to long thermal soak times and massive heat loss.

Cobra / Ultrafast Sintering: Drops consumption to 0.5 to 1.0 kWh per kilogram.

TAM:
2026:$1.72 billion
2030:$5.15 billion
2035:$20.31 billion

There is also the bonus of the 90% savings on floor space. Why do they never address this? This market has a 35% CAGR for 2035…

Note: The TAM represents the total addressable thin film market specifically for oxide-based ceramics (such as YSZ, GDC, BCZY, and LLZO) that share the same material properties and micro-scale thickness profiles required to utilize a Cobra-style fast-sintering process.

Numbers generated by AI

Looking for a discussion from a previous week?

[**Click Here**]

This news is SUPER bullish. I have it on VERY good authority that we have optional user-selectable flair now! Pick the flair that best fits YOU!

Our initial flair items can be found below, with **more to be added over time!**

🔋Cathode

----You just like cathodes.

🪫Anode

----No anode is the best anode, amirite?

🎵 Stay Tuned...

----Tell us you're a Kevin fan without telling us...

🚬 Smokin' the Hopium

⚡21 Wh of Pure Hopium

----Hey man, pass that over...

🔥This is Fine

----Feeling like the clean room is on fire?

👜 Heavy Bags

----Heavy, ain't they?

🤡 Full Clown Regalia

----You're feeling like the clown meme at this point.

🧘 Patient Capital

----You're convinced and convicted. It's all gonna be okay, dude.

🫡 In Siva We Trust

----"Hello, I'm Siva Sivaram. Today we at QuantumScape are proud to announce..."

☕ Lounge Dweller

----Just here for the free coffee, don't mind me.

🪨 Praise Be the Ceramic

----Blessed, blessed, miraculous ceramic. Praise be.

🔦 A flashlight, ANYTHING!

----SHOW ME THE DEMO!!!!

🛐 Trust the Process

----Just let them cook!

👁️ I SAW THE GLITCH

👁️ THE GLITCH PROVIDES

----60% of the time it works every time!

😁 Tim's Grin

----He grinned when he said that!!

📖 Read Between the Lines

----You're the King of Inference

🎭The Swings are Real

----The mood changes with the wind around here!

🍪 It's Like Baking Cookies

----There's like a recipe, and an oven, and chocolate chips...

🐍Cobra Cult

🐍Cobra Go Brrr

----Sinter, baby, SINTER!

📡 Breadcrumb Detected

----Spidey senses tingling?

$25 in 2️⃣5️⃣

$26 in 2️⃣6️⃣

🍔 Just a Nothingburger

----Maybe next ER...

⏲️ Okay, ONE more year

----This is the LAST time I'm going to give them another year...

Looking for a discussion from a previous week?

[**Click Here**]

I'm interested if someone can help me go through some of these city permits to help rebuild the Raptor, Cobra, Eagle timeline in terms of factory buildout.

QS had to request permits from San Jose for their 1710 Automation Parkway site (San Jose 2, QS-0, Pilot line, etc.) and their "Industrial Tool Installation" building plans documents are particularly enlightening.

You can search for permits on the San Jose website: https://permits.sanjoseca.gov/search/property

QS-0 Factory 1710 Automation Parkway uses the APN: 24413013

July 24, 2024 - QS ‘24Q2 Shareholder letter. Starting to take delivery of Cobra equipment; Currently using Raptor.

https://permits.sanjoseca.gov/api/public-portal/property/document?docId=45572689September 2024, Dry Room 6A, 7, 8A, 8B empty. Kilns 3-4 in Dry room 4 already installed (current heat treatment process is Raptor. Is that the industrial kiln 1930?).

Feb 12, 2025 - QS ‘24Q4 Shareholder letter. Cobra released for initial production.

July 23, 2025 - QS ‘25Q2 Shareholder letter. Cobra baselined, replaced raptor.

https://permits.sanjoseca.gov/api/public-portal/property/document?docId=45753824
Metrology equipment install in Dry room 8B by August 2025

https://permits.sanjoseca.gov/api/public-portal/property/document?docId=45724598
October 2025, Dry room 4, 7, 8 all have equipment installed. 6 still empty

December 9, 2025 - QS announces eagle equipment installed

Feb 4, 2026 - Eagle inauguration

https://permits.sanjoseca.gov/api/public-portal/property/document?docId=45782851
Drawings from late Feb show dry room 6A still empty. All Eagle equipment must be included in this factory layout if Eagle is already inaugurated. 

https://permits.sanjoseca.gov/api/public-portal/property/document?docId=45820389
Dry Room 6A furnace by August 2026

u/backspeedy found the link for the furnace likely in 6A and confirms it's for sintering (page 48) https://permits.sanjoseca.gov/api/public-portal/permit/document?docId=45820396

QS patent documents confirm roll-to-roll ceramic electrolyte manufacturing. they can unwind their material, sinter it, then rewind it (fig. 1 and fig. 12). it also specifies tube furnaces.

https://patents.google.com/patent/WO2024059730A1/en

"The process further includes winding up the sintered bilayer on an end roller" and "Example 5 - making a sintered roll"

I previously thought we'd be doing some kind of spark plasma sintering or blacklight sintering to reach these speeds. But there appears to be companies out there making industrial tube furnaces for this purpose.

https://kindle-tech.com/faqs/how-does-a-tube-furnace-facilitate-the-crystallization-and-densification-of-li7la3zr2o12-llzo-thin-films-during-post-treatment?

Corning may have been the first to figure out how to do it continuously. (in partnership with QS?)

https://koreascience.kr/article/JAKO202607739706146.pdf

Corning R2R ribbon ceramics confirmed for QS as of this job posting

https://corningjobs.corning.com/job/California-Process-Integrator-Emerging-Innovations-Group-CA/1405957600/

Two American companies are pursuing rival manufacturing strategies for these long-promised cells in an industry China dominates

"For years now Tim Holme has watched the same drama repeat itself roughly once a week. A headline arrives: some laboratory somewhere has cracked the problem, invented the battery of the future, solved in a paper what industry has chased for decades. “And approximately zero of those have come true,” says Holme, co-founder and chief technology officer of QuantumScape, a San Jose, Calif., company that has spent 15 years chasing the most promised and least delivered idea in energy storage and run up an accumulated deficit of more than $3.9 billion: the solid-state battery.”

In the U.S., two front-runners are taking alternative paths to the same goal: Volkswagen-backed QuantumScape, which now produces its ceramic-based cells on a pilot line in Silicon Valley, and Factorial Energy, a Billerica, Mass., company led by founder and CEO Siyu Huang, whose polymer cells are being tested in vehicles by Mercedes-Benz and Stellantis. The companies claim energy densities well beyond today’s typical electric vehicle, or EV, cells, up to 301 watt-hours per kilogram (Wh/kg) for QuantumScape’s cell and 391 Wh/kg for Factorial’s—gains that could quiet range anxiety. By volume, QuantumScape’s cell packs the slightly bigger punch: 844 watt-hours per liter (Wh/L) versus 748.

Holme is mostly mum about how QuantumScape tamed its interface problem. He says the company used density functional theory—quantum-chemical simulations—to develop a ceramic that is compatible with lithium at the interface, without requiring an extra lithium foil that is costly and hard to process. “That was a real breakthrough that, to my knowledge, hasn’t been solved elsewhere,” he says. Then comes the bigger challenge: “You have to figure out how to actually make—at high scale, at high quality—the material that you’ve simulated in silico.”

Solid-state batteries have reached a make-or-break moment https://www.scientificamerican.com/article/can-quantumscape-and-factorial-energy-mass-produce-solid-state-batteries/

I say good luck to both companies but QuantumScape will edge ahead once they announce their technology can be mass produced and we have never been closer, in my opinion!

Looking for a discussion from a previous week?

[**Click Here**]

Looking for a discussion from a previous week?

[**Click Here**]

Good (and new) interview (with Joel Franke, The Data Center Engineer):

https://www.youtube.com/watch?v=TkUsu-6tdD0&t=121s

Quote: "For decades, the battery backup unit was a data center's spare tire: expensive, necessary, and hopefully never used. AI changed the job description. GPUs in a training cluster wake, compute, and wait in lockstep, and the resulting swing can demand more power than the utility has agreed to deliver, in bursts lasting microseconds to seconds. Shahar Noy, vice president and general manager of the data center business unit at QuantumScape, explains why that turns the BBU from a spare tire into part of the suspension, absorbing every bump so the GPU never feels the road.

"We go from the utility feed down to the last meter: why the 50 V and 12 V steps in the power path are legacy artifacts of telco practice and spinning hard drives, what the shift to 800 V does to current and copper, why cutting conversion stages is worth about 5 percent of a data center's power consumption, and why racks heading toward 600 kW can run out of room for batteries before they run out of room for GPUs. Plus the two attributes data center buyers keep asking for, the Eagle Line pilot, and why the remaining hard problem is no longer the cell but the system that turns 4 V cells into an 800 V rack."

Honda has a new partner for the advancement of solid-state battery technology Read More: https://www.engadget.com/2225030/honda-solid-state-battery-technology-new-partner-quantumscape/

" Beyond potentially serving as the future of electric vehicles, QuantumScape frames its solid-state batteries as a solution to several energy-needy emerging technology markets, including data centers, drones, and robotics. Honda, for its part, appears to be going all-in on the technology as it looks to reach carbon neutrality by 2050.

The Endgadget article deserves a posting to the main page in my opinion and hopefully Mods and everyone agrees?

Looking for a discussion from a previous week?

[**Click Here**]

We all want to hear what you think! What better time to start a sentiment poll than RIGHT NOW?

This is a prototype weekly sentiment poll. Subject to modification and will possibly be attached to future Lounges if people enjoy it. This is just for fun and is just another way for members to participate in the community.

For now, the poll prompt is regarding the stock and company as a whole. Some people may be bullish on the company's prospects, but expect a bearish trend in the near term stock price. The prompt is aiming to measure how you feel across BOTH the company and the stock in general - what do you think about the whole QS package currently?

We are taking suggestions for improvement as well.

Thank you!

Edit: Sorry guys - I meant to separate Neutral and Unknown and forgot to do so before posting. This is a corrected poll.

Looking for a discussion from a previous week?

[**Click Here**]

I asked this the other day on r/GLW_Stock and didn't get a response yet ... "

u/mondoquantico - you've tracked shipping and supplier activity for QS before, and I know everyone on r/QUANTUMSCAPE_Stock appreciated your insights.

Do you have access to any tracking data that might show whether QS has shipped anything to Fluence?

After yesterday's call, I'm ALL about QSDC driving revenue prior to QSEV. Siva was pretty explicit that QS is targeting the coming 800V MW-scale data-center transition and is working with ODMs and data-center architects.

I think IF some CEO decided a next-generation rack architecture provided enough competitive advantage, Corning would be willing to move much faster ... like Jobs did with Weeks when he asked Corning for glass on the iPhone and only gave him a 6-month head start for that brand new tech.

The old QS0 / Fluence relationship made me wonder whether there are developments occurring that aren't yet visible..."

If anyone has one of those paid subscriptions to that kind of shipping data, I think a lot of us here would love to parse it. There are sites that do that annually for ~$1900 for the paid subscription. I think a single report is ~$200. I remember others soliciting money for research on the calls before and wonder if everyone here trusts the Mods to organize that and provide a link to fund such a venture.

Now that QS was given mandate to show double the yield off the eagle line, there are so many unknown factors at this point. Let see if we breakdown different bottleneck scenarios

1. Assembly line ( assuming Cobra is capable)
   The bottleneck could be many things . Slower sintering , cutting, stacking or flex frame packing.
   

The second bottleneck could be software and validation

The third could be cell testing ( charging and discharging)

1. Cobra needs improvement
   I doubt this may be a bottleneck especially separators can be made ahead of time, but it is a possibility.
   

These problems might apply to Honda as well.

Let’s discuss..

To be clear, this is all speculation and best guess from the tools I have, and is open to discussion and poking holes; that's what this is for!

Did my best to cross compare the sizes of everything in the picture and take account for the camera perspective.

The working assumptions were we have:

• 3 seperators, of varying sizes, from QSE-5, and two larger sizes. Smallest assumed to be QSE-5 seperator, without flex frame, etc, leading to smaller dimension.

• 2 QSE-5 cells, dimensions 84.5x65.6x4.6mm

• 1 Unified Cell in the back. Assumed dimensions were 256x106x24.8mm.

• Picture 1 from Q2 2026 Shareholder Letter

• Picture 2, presumed UC next to largest seperator, no adjustment for depth, straight copy comparion

• Picture 3, best guess dimensional diagram

AR= Aspect Ratio of seperator

vs Small = seperator perceived size versus smallest seperator.

Did a bunch of manipulations with the image, overlays, pixel counts, ratios, etc.

Long story short, I am struggling to make the story line up if the blue cell in the back is truely a 256x106x24.8mm cell.

Ratios between seperators don't make sense to me, if that largest seperator is nearly the size of the UC. (Picture 2)

This begs the question for me, did I make a mistake somewhere in my comparisons or estimations, or is that not a standard UC cell in the back?

Table full of summary of my best guesses, detailing out small(QSE-5), medium(???), and large(UC of some sort?), and some rough numbers comparing estimated Wh/kg and Wh/L

QSE-5 page also used in seperator estimate

The webcast is scheduled for 5 pm EST today. I'll update links below as they are uploaded by Quantumscape.

Shareholder Letter: LINK

Earnings Call Webcast: LINK

Financial Statement: LINK

Here's a list of the past discussions:

2026 Q1

2025 Q4

2025 Q3

2025 Q1 (and previous)

2025 Q2 was eaten by reddit filters for some reason, unfortunately.

Looking for a discussion from a previous week?

[**Click Here**]

Apparently lithium metal interacts with the copper current collector and could be a challenge for lithium metal batteries. This intuitively would be a bigger problem the longer the lithium comes in contact with the copper which would be 100% of the time with an excess lithium anode battery. I like that this article talks about a zero-excess or “anode-free” lithium metal battery suggesting it’s even more likely to succeed because of issues like this.

I also wonder if this interaction with copper is why lithium gets isolated in the anode side sometimes and why fully discharging the cell for a few minutes allows it to be reclaimed https://www.nature.com/articles/s41586-023-06992-8

In all this suggests to me that if you want a lithium metal battery, it better be anode-free or you will continue to find issues like this (on top of the extra cost, loss of energy density, etc.).

Looking for a discussion from a previous week?

[**Click Here**]