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As Pentagon leaders call for thousands of drones to face China, they are grappling with an uncomfortable reality: Silicon Valley is addicted to Chinese drone components. Pentagon leaders are calling for thousands of drones to prepare for war in the Pacific. But as Trump’s tariffs escalate tensions with China, they face an uncomfortable reality: Silicon … Read more

Raj Talluri explains how the company’s breakthrough AI-1 silicon anode battery platform delivers 1,000+ cycles while enabling all-day power for AI-intensive applications. By Ray Chalmers, Sep 10, 2025 In July 2025, Enovix Corporation announced the launch of its AI-1 battery platform, a silicon-anode design with many advanced features to power AI functionalities on new smartphones and … Read more

By BeyondSPX Research | Published on August 17, 2025 Executive Summary / Key Takeaways The Energy Revolution and Enovix’s Core Innovation The relentless march of artificial intelligence (AI) is reshaping the landscape of consumer electronics, demanding unprecedented levels of power from devices that are simultaneously shrinking in form factor. This creates a critical bottleneck: the … Read more

Most battery tech journalism is frustrating because you will hear constant tails of a tech that will double or triple battery capacity, and then of course the change never happens. The reason for this is multi-faceted: 1) what works in a lab often doesn’t work in real world conditions, 2) battery materials are like two … Read more

Enovix creates a revolution in battery performance with only a seemingly small change in the process to make the batteries. Instead of laying whole electrode sheets on top of each other, they are diced in thin electrode strips and stood on their edge. But to date, manufacturing has been the Achilles heel of enovix and … Read more

Powell noted that while labor markets remain in balance, it is a “curious kind of balance that results from a marked slowing in both the supply of and demand for workers.” “This unusual situation suggests that downside risks to employment are rising,” he added. “And if those risks materialize, they can do so quickly in … Read more

On Friday, August 15, we hosted Enovix CFO Ryan Benton for a series of investor meetings. Our time with Benton was encouraging; his experience strengthens the management team, and we expect clients to have a similar impression. We got an update on CEO Dr. Raj Talluri’s customer tour in China, the warrant transaction, and the … Read more

Executive Summary / Key Takeaways A New Architecture for the Power-Hungry Future Enovix Corporation is not just another battery company; it is built on the premise that the conventional lithium-ion battery architecture is reaching its fundamental limits, particularly in the face of rapidly increasing power demands from modern consumer electronics and emerging technologies like artificial … Read more

Unpacking The Growth Engine Beyond The Launcher Executive Summary / Key Takeaways Setting the Scene: A New Era for Personal Security Byrna Technologies is at the forefront of a burgeoning segment within the security landscape: less-lethal personal protection. Specializing in innovative alternatives to traditional firearms, Byrna’s core mission revolves around empowering individuals with effective self-defense … Read more

严究园​ CVA 注册估值分析师证书持证人 收录于 · 双碳 高歌猛进 65 人赞同了该文章 一、电池创新技术及成本结构 锂电池技术创新可分为电池结构技术创新和电池材料技术创新，负极材料硅基负极路径比较明确。 负极主要由碳材料或非碳材料、粘合剂和添加剂混合制成，涂抹于铜箔的两侧，后经干燥、滚压等工序加工完成。在锂电池充放电过程中，受电极电压作用，正极中的锂离子发生“嵌入”和“脱嵌”电化学反应，负极作为载体负责储存并释放锂离子并使电流从外电路通过。成本约占锂电池制造成本 8%左右。 二、锂电负极介绍 石墨为嵌入式的典型代表，嵌入的Li插在层状石墨层间，形成不同的“阶”结构。随着Li的嵌入量增加，最终形成1阶结构，对应石墨的理论容量为372mAh/g，目前已达340-360 mAh/g。 锂电池的质量能量密度主要由正极克容量、负极克容量以及正负极电势差决定。 实验室测试显示， 电池比容量随着正极材料比容量的上升而显著提高， 而在正极材料比容量一定的条件下，负极材料比容量对电池的比容量的提升并非线性关系，在负极材料300mAh/g~1200mAh/g 阶段，电池比容量提升效果显著。 快充技术的发展需要电芯材料的革新相匹配。 快充技术也是锂电池技术进步的方向，石墨材料由于其层状结构决定锂离子必须从材料的端面嵌入，然后扩散至颗粒内部，致使传输路径较长，嵌锂过程较慢限制了锂离子电池的快充应用，同时其对锂电位（ 0.05V）过低也致使在大电流充电过程中发生锂沉积副反应造成析锂，析出的锂金属以枝晶的形式生长，有可能会刺穿隔膜，危害电池安全。 二、硅基负极潜力巨大，产业化应用逐步成熟 特斯拉 2020 年发布的 4680 电池采用硅基负极，能量密度达到 300Wh/kg。目前用户对能量密度需求越来越高，在石墨负极逐渐难以满足更高能量需求情况下，使用其他负极成为一种选择， 4680 电池作为特斯拉追求高能量密度的一种设计方案， 使用硅基负极，或将引领硅基负极应用趋势。 硅基负极理论容量高，石墨负极已逼近理论上限。 目前石墨负极材料的可逆比容量已接近理论比容量 372 mAh/g。因此为提升锂电池的能量密度，需开发更高比容量的负极材料。硅负极材料储锂机理与石墨负极材料不同，其主要是通过与锂形成 Li12Si7、 Li13Si4、 Li7Si3、 Li22Si5 等多种合金相，其中最高锂含量的合金相为 Li22Si5，硅和锂完成合金化反应，一个硅原子可以和4.4个锂进行合金化，其理论比容量高达 4200 mAh/g，是石墨负极 10 倍左右，是目前已知比容量最高的锂离子电池负极材料。采用硅基负极材料的锂电池质量能量密度可以提升 8%以上，同时每千瓦时电池的成本可以下降至少 3%。 性能对比 密度（g/cm3） 嵌锂相 质量比容量（mAh/g） 脱锂电位（V） 石墨 2.25 LiC5 … Read more