TLDR:
- QuantumScape signs a key deal with top global automaker to boost EV tech.
- Major milestone: QuantumScape expands partnerships with PowerCo and more.
- Despite a stock dip, QuantumScape sees growth in EV battery tech.
- QuantumScape collaborates with Murata and Corning for battery production.
- 2025 a breakthrough year for QuantumScape’s EV battery commercialization.
QuantumScape Corporation (QS), a leader in solid-state lithium-metal battery technology, has reported a significant development. The company announced the signing of a joint development agreement (JDA) with a top-10 global automotive manufacturer.
This agreement marks the completion of its 2025 goal to expand its commercial engagements with key automotive customers and technology partners. Despite this major milestone, QuantumScape’s stock closed at $10.74, down by $0.10, or 0.92%, at 4:00 PM EST.
Successful Year for QuantumScape’s Commercial Engagements
In 2025, QuantumScape has made substantial progress in its commercial efforts. The company has expanded its partnership with PowerCo, Volkswagen Group’s battery subsidiary, by signing a new licensing agreement. Additionally, it has formed joint development agreements (JDAs) with two major global automakers, further solidifying its position in the electric vehicle market. QuantumScape also initiated a technology evaluation agreement with another key automaker, signaling its ongoing push to grow its presence in the industry.
The company has worked with Murata Manufacturing and Corning to establish agreements for high-volume production of ceramic separators. These collaborations highlight QuantumScape’s commitment to developing the essential components needed for the success of solid-state batteries. Furthermore, the company hosted its second annual Solid-State Battery Symposium in Kyoto, Japan, bringing together automakers, technology partners, and government officials to discuss advancements in battery technology.
QuantumScape’s Vision for the Future
QuantumScape’s CEO, Dr. Siva Sivaram, expressed pride in the company’s achievements in 2025. The JDA with a top-10 global automaker marks a high point in the company’s commercial strategy. He emphasized that the company intends to continue building relationships with both new and existing customers. QuantumScape aims to expand its network of partners across the battery value chain, with a focus on top-tier automotive original equipment manufacturers (OEMs) and technology companies.
While the company is making strides in its technology and partnerships, its stock price has faced downward pressure. Despite the positive developments, investors appear to be less enthusiastic about the company’s short-term performance. The stock’s 0.92% drop reflects broader market conditions and concerns about the timeline for commercialization of its battery technology. QuantumScape remains optimistic about its prospects and its ability to meet future milestones.
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