Chan2Pa

Long positions for future potential. Mainly a long-term investor focused on US equities. My personal views only, Not financial advice. $JOBY $QS $ASTS $OKLO

[Chan2Pa @chan2pa]

@kkr2320 @C1_dF9432 Good point!
Co-sintering does not mean that the interface is completely sealed off like a solid adhesive. It means there is a strong interface between the ceramic and the metal that prevents mechanical separation, not that lithium-ion and electron charge transfer are impossible.

[Chan2Pa @chan2pa]

🇺🇲🔋 $QS Tech Advance & Scalability 🚀

▫️ Co-sintering the metal layer with the ceramic has accelerated $QuantumScape's path to mass production

▫️ $QS website only covers the independent sintering of ceramics

▫️ $QS should update it and proactively market this new technology.

[Chan2Pa @chan2pa]

@BullRush__ QuantumScape needs to strengthen its marketing team to better promote its technology.

[Chan2Pa @chan2pa]

@C1_dF9432 This technology resolves the brittleness issue of ceramics when laminating them with metal after sintering. This significantly increases the probability of successful mass production.

[Chan2Pa @chan2pa]

@gangsyong I'm even more grateful for your kind words, especially since you shared so much great information and insights on QuantumScape.

[Chan2Pa @chan2pa]

🇺🇲🔋 $QS Patents & Mass Production 🦅

The patent registration trends of $QuantumScape clearly indicate that the company is in the readiness phase for mass production, IMO.

$QS 💎

[Chan2Pa @chan2pa]

@BullRush__ Thank you! Happy investing.🚀

[Chan2Pa @chan2pa]

@FeelEarth Glad you found it helpful, but I’m just sharing my survey. NFA! 👍

[Chan2Pa @chan2pa]

@JimboRooney13 Credit goes to Google Patent, not me! 👍🍻

[Chan2Pa @chan2pa]

@cyberprince_rwo 💎🙌 🍻

[Chan2Pa @chan2pa]

🦅 Between the lines

$QS signaling data centers & defense isn’t just about new markets. 

It’s the ultimate proof that the Eagle Line is working. 

Combined with the Q2 ramp-up, Corning’s funding, & the unified cell push, all signs point to one thing: mass production is coming.

[Chan2Pa @chan2pa]

@BullRush__ The time is ripe. ⏱️

[Chan2Pa @chan2pa]

Lithium in teeth? 🦷

Lithium disilicate glass-ceramic is widely used for dental prosthetics.

Its core component is lithium oxide (not difficult to make.)

But lithium sulfide requires a complex process, making it expensive.

$QS highly competitive🔋🐍
https://t.co/XKUGkOvlgi

[Chan2Pa @chan2pa]

🔋🔎 Hidden Sulfide-based SSBs hurdle:

▫️ Lithium dendrites
▫️ Needs high temp/pressure systems
▫️ Chemical degradation in high-perf cells
▫️ Toxic gas risk with moisture

But "The ultimate dealbreaker?"
🎯 COST💰

Li2​S (Lithium Sulfide) Price
>>>>>>>>>> Li2​O (Lithium Oxide)

[Chan2Pa @chan2pa]

@BullRush__ That 2025 vs 2027 roadmap graphic is from $NVIDIA.
It highlights that high-performance batteries are mandatory for 2027. $QS is the perfect solution for this.
This underscores exactly why proving scalability this year is such a vital milestone.

[Chan2Pa @chan2pa]

💎 $QS & AI Data Center Roadmap(2025 vs 2027)

In the 800V architecture of 2027, high-performance batteries are essential for data centers.

🎯 $QS

[Chan2Pa @chan2pa]

@TheHube Glad you like it!👍

[Chan2Pa @chan2pa]

Is $QuantumScape destined to thrive in the AI era? 🤖🔋

They’re leveraging AI to boost yields on the Eagle-line, and
developing the exact high-performance tech AI data centers need.

The perfect synergy. $QS 👌

https://t.co/2HSwYmD9u3

[QuantumScape @QuantumScapeCo]

AI data centers aren't measured in compute anymore — they're measured in gigawatts. QS CTO @ironmantimholme & VP/GM Shahar Noy break down why energy flow is the next bottleneck for AI — and how solid-state batteries could help unlock it. 🔋 https://t.co/0VPYhwyOfs

[Chan2Pa @chan2pa]

🔋🔎 Hidden Sulfide-based SSBs hurdle:

▫️ Lithium dendrites
▫️ Needs high temp/pressure systems
▫️ Chemical degradation in high-perf cells
▫️ Toxic gas risk with moisture

But "The ultimate dealbreaker?"
🎯 COST💰

Li2​S (Lithium Sulfide) Price
>>>>>>>>>> Li2​O (Lithium Oxide)

[Chan2Pa @chan2pa]

@Defiantclient2 @LWilliamIII @imnotharsh Great point. The potential & TAM are massive.

[Chan2Pa @chan2pa]

🎯 Only 7 months left for $QS to hit its 4 key goals this year ⏳️

I’m watching for big news next month.

Considering the US gov fiscal yr ends in Sept & the NDAA, a "Beyond EV" (DOD/DOE) announcement in June makes perfect sense.

Let's see if they deliver. 📈🔋 #QuantumScape

[Chan2Pa @chan2pa]

@BatteryBoy507 Agreed. My thoughts exactly. The odds are heavily in favor of $QS delivering great news this year.