Can New Manufacturing Alliances Bolster QS's Path to Scalable Solid-State Batteries?

QuantumScape Corporation recently announced collaborations with Corning Incorporated and Murata Manufacturing to jointly develop and scale up manufacturing capabilities for ceramic separators used in its solid-state batteries, further supported by its ongoing partnership with Volkswagen. These alliances leverage leading expertise in materials science and high-volume production, potentially accelerating QuantumScape’s move toward real-world commercialization of next-generation battery technology. We'll explore how QuantumScape's expanded manufacturing network could impact its progress toward scalable and commercially viable solid-state batteries.

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What Is QuantumScape's Investment Narrative?

Investing in QuantumScape means buying into the vision of solid-state batteries transforming electric vehicles and energy storage, fueled by technical breakthroughs and critical partnerships. The recent alliances with Corning and Murata Manufacturing directly address a significant operational risk: the ability to scale up manufacturing of ceramic separators, which are essential for QuantumScape’s battery architecture. This shift could be material, as it targets one of the company’s biggest short-term catalysts, accelerating the transition from prototype to commercial production, especially given Volkswagen’s expanded commitment. At the same time, meaningful risks like continued unprofitability, high equity dilution, and past insider selling are still present, and the progress made here does not fully remove the hurdles to achieving substantial revenue. With a recent surge in share price, investors now face the question of whether manufacturing momentum can outweigh persistent concerns about cost, production, and future profitability.

Yet, ongoing cash burn and dilution are still risks investors should not overlook. QuantumScape's shares have been on the rise but are still potentially undervalued by 10%. Find out what it's worth.

Exploring Other PerspectivesQS Community Fair Values as at Oct 2025

With 32 separate fair value estimates from the Simply Wall St Community, opinions on QuantumScape swing from as low as US$2.50 to as high as US$25 per share. While the community is split, the new manufacturing partnerships could affect whether the optimism or caution proves justified as QuantumScape tries to shift from promise to real-world performance. Explore what drives these contrasting perspectives as you weigh QuantumScape’s next chapter.

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Explore 32 other fair value estimates on QuantumScape - why the stock might be worth as much as 63% more than the current price!

Build Your Own QuantumScape Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your QuantumScape research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision. Our free QuantumScape research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate QuantumScape's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include QS.

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