QuantumScape (QS) Ties With Corning and Murata: A Turning Point for Battery Supply Chain Strategy?

• QuantumScape announced new collaborations with Corning and Murata in recent days, targeting mass production of its solid-state lithium-metal battery technology, and showcased a Ducati electric motorcycle powered by its cells in a live demonstration with Volkswagen in September 2025.
• These moves come amid heightened global attention on securing battery supply chains due to ongoing U.S.-China tensions over critical minerals and new export controls from China.
• We'll explore how these expanded production partnerships and battery demonstrations reshape QuantumScape’s investment narrative amid increased supply chain concerns.

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What Is QuantumScape's Investment Narrative?

To be a QuantumScape shareholder today, you need conviction that the company's solid-state battery breakthroughs will translate into real-world commercialization, long before the cash runs dry. The recent surge in share price reflects growing excitement over new production alliances with Corning and Murata, along with milestone-backed investments from Volkswagen's PowerCo and a Ducati motorcycle showcase. These partnerships directly address one of the biggest short-term catalysts: accelerating the leap from lab to high-volume manufacturing amid global pressure on battery supply chains. With geopolitics making domestic tech like QuantumScape’s more appealing and funding now supported through 2029, the risk profile has shifted, execution risk around mass production is front and center, while questions about profitability persist given the company remains pre-revenue and unprofitable. The balance between rising optimism and lingering execution concerns sets a very different stage as Q3 results approach. On the other hand, insider selling and high valuation remain cautionary signals for anyone looking to invest.

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Exploring Other Perspectives

Opinions in the Simply Wall St Community range widely, with 32 contributors setting fair values between US$2.50 and US$25 per share. As you weigh these sharply differing views, consider how fresh supply chain partnerships could sway QuantumScape's revenue potential and risk in unpredictable ways.

Explore 32 other fair value estimates on QuantumScape - why the stock might be worth as much as 40% 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 2 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.

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