Market Trends– category –
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China’s Sulfide Solid Electrolyte Production Lags, Reaching Only 20% of Annual Target Amidst 24% Price Drop and 5.82% Operating Rate in August 2026
Shanghai Metals Market (SMM) China Overview From January to August 2026, China's cumulative production of sulfide solid electrolyte (LPSC) reached 70 tons, a 119.7% increase year-on-year. However, this constitutes only 19.6% of the annua... -
ProLogium Initiates GWh-Scale Mass Production of Gen 3.5 Lithium Ceramic All-Solid-State Batteries: Achieves 381 Wh/kg, 903 Wh/L, Certified to China Standard GB/T 43568-2026
Metrix Taiwan Overview Taiwan's ProLogium announced on September 2nd the commencement of GWh-scale mass production for its Gen 3.5 lithium ceramic all-solid-state batteries. These large 185.4Ah cells achieve high energy densities of 381 ... -
SES AI Corp to Exit S&P/TSX Composite Index Following GFL Environmental Merger, Consolidating Operations for Accelerated Growth
GuruFocus USA Overview SES AI Corporation announced its removal from the S&P/TSX Composite Index effective September 4, 2026, following its merger with GFL Environmental. This strategic consolidation integrates SES's advanced battery... -
Tianneng and Weilan Launch 314Ah Semi-Solid Batteries for Grid-Scale Energy Storage, Expanding to e-Motorcycles and Robotics
Shanghai Metals Market China Overview Tianneng Battery and Weilan New Energy have commenced large-scale batch shipments of their co-developed 314Ah semi-solid (solid-liquid hybrid) battery cells for grid-side energy storage, with first a... -
Japan Approves $2.4 Billion in Battery Subsidies to Boost Domestic Manufacturing Capacity, Fueling Solid-State Battery Development
East Asia Brief Japan Overview Japan's Ministry of Economy, Trade and Industry has approved $2.4 billion (approximately ¥340 billion) in battery subsidies for 12 industrial projects, aiming to increase domestic storage battery manufactur... -
Solid-State Batteries to Hit EV Market by 2027-2028? CATL Chairman Cautious on Mass Production Before 2030
BlueGoldSolar International Overview Solid-state batteries are anticipated to be a game-changer for the EV industry due to their high energy density, fast charging, and improved safety, yet timelines for market entry vary. NIO is already... -
Geely Developing Next-Gen Solid-State Batteries Up to 500 Wh/kg, Targeting Pilot Deployment by 2027
CarBuzz China Overview Chinese automotive giant Geely is developing next-generation all-solid-state batteries with a gravimetric energy density of up to 500 Wh/kg, aiming to commence pilot deployment by 2027. These batteries are reported... -
China Leads Global Solid-State EV Battery Standardization, Accelerating Tax Incentives and Domestic Pilot Line Expansion
CarNewsChina China Overview China is aggressively advancing international standardization for electric vehicle (EV) solid-state batteries, with the IEC approving a China-led draft standard on August 21st. Concurrently, China enacted a po... -
Lumentum Secures Multi-Billion Dollar 1.6T Optical Module Deal with NVIDIA, Coherent Achieves Record Revenue; AI Data Center Optics Investment Accelerates, TSMC to Mass Produce 1.6nm Process
Troy Technical (note.com) Global Overview A weekly report to August 28, 2026, reveals accelerating investment in optical communications driven by AI data center demand. Lumentum secured a multi-billion dollar long-term contract with NVID... -
Japan’s Quantum Optics Blueprint: AIST, RIKEN, Fujitsu Release Second Supply Chain Roadmap
AIST Japan Overview Japan's National Institute of Advanced Industrial Science and Technology (AIST), RIKEN, and Fujitsu have jointly published the second edition of their supply chain roadmap for large-scale optical quantum computing sys...
