SES AI Corporation

SES AI Completes Ramp of Korea Drone Battery Plant to One Million NDAA-Compliant Cells Per Year, and Plans to Further Expand to Three Million NDAA-Compliant Cells Per Year by Second Quarter 2027

SES AI completed the ramp of its Chungju, Korea drone battery plant to one million NDAA-compliant cells per year and will immediately expand to three million cells per year by Q2 2027. The expansion is driven by stronger-than-expected customer demand, with several leading drone OEMs and pack makers conducting ongoing quality audits of the company's cells. Capacity will primarily cover high-silicon Li-ion and anode-free Li-Metal cells in sizes from 6Ah to 30Ah, supporting OEMs building NDAA-compliant supply chains.

•20d ago

SES AI’s Chungju Battery Facility Achieves ISO 9001:2015 Certification for Production of NDAA-Compliant Drone Cells

SES AI's Chungju, South Korea battery facility achieved ISO 9001:2015 quality management certification following an independent audit by the Korea ESG Certification Body. The company also completed a scale-up to approximately one million Li-Metal and Li-ion pouch cells of annual production capacity, aimed at drone and advanced mobility applications. South Korea recently raised its battery export energy-density threshold to 500Wh/kg versus 350Wh/kg in most other countries, which SES AI says eases export compliance and provides competitive advantages for its NDAA-compliant drone cells sold into U.S. and other markets.

•1mo ago

SES AI Appoints Paul Diemer to Board of Directors

SES AI appointed Paul Diemer to its Board of Directors, bringing decades of experience in energy storage systems and data center infrastructure. Diemer previously served as CTO of Flex's Power business and is currently SVP of Corporate Engineering at Generac Power Systems. CEO Dr. Qichao Hu stated that Diemer's background in technology strategy will provide valuable guidance as SES AI executes its growth plans.

•2mo ago

Stonegate Updates Coverage on SES AI Corp. (SES) 2Q26

Stonegate Capital Partners issued a coverage update on SES AI Corp., noting that despite a modest sequential revenue decline, the 2Q26 results show commercialization is taking hold across all four product lines. The firm highlighted drone demand as a key near-term growth driver, with scaling NDAA-compliant capacity of 1M cells annually facing a potential demand of 1.5M cells from large prospects. FY26 guidance was reaffirmed at $30M-$35M in revenue with approximately 15% gross margin, implying a significant ramp in revenue during the second half of the year.

•2mo ago

SES AI’s UZ Energy Becomes Sol-Ark® Certified Battery Partner

SES AI's subsidiary UZ Energy has secured Sol-Ark certification for three low-voltage residential battery models, integrating them with Sol-Ark's 12K, 15K and 18K hybrid inverters. The company appointed US Energy Distributors as the master distributor for these products in the U.S., aiming to leverage Sol-Ark's established installer and customer network. CEO Dr. Qichao Hu emphasized that this certification provides an immediate path to compete for sales within a large residential storage ecosystem.

•2mo ago

SES AI Enters into Framework Agreement with Doroni Aerospace to Design and Develop a Battery Pack for Doroni Aerospace’s H1-X Personal eVTOL

SES AI entered a framework agreement with Doroni Aerospace to design and develop battery packs for the H1-X personal eVTOL aircraft. The agreement targets an aggregate price of up to $1.09M over multiple stages in 2026 and 2027, though only an initial $65,000 tranche is committed. The partnership leverages SES AI's high-energy-density cells for ground and flight testing, with options to expand to serial production.

•3mo ago

SES AI Announces Inclusion in Russell 3000®Index

SES AI announced it has been added to the Russell 3000 Index, with trading under the newly reconstituted index beginning June 29, 2026. Inclusion in the Russell 3000 ensures ownership by passive funds tracking the index, which collectively benchmark approximately $12.2 trillion in assets. SES AI develops AI-enhanced high-performance Li-Metal and Li-ion batteries for electric transportation on land and in the air.

•4mo ago