mythoughts

Amprius Technologies Is The Leader in US Silicon Among the many takeaways from the North American silicon anode battery industry is that they are focusing their production efforts on domestic manufacturing. Amprius Technologies (NASDAQ: AMPX) already has its flagship facility producing batteries and expects to complete expansion plans later this year. Amprius is also working on a gigafactory in…

A股上市公司中，贝特瑞为国内硅基负极龙头，是国内最早进行硅碳负极研发和量产的公司，2024年底具有硅基负极产能0.6万吨；璞泰来硅碳负极初步投产0.15万吨产能，24年底产能单月20吨；道氏技术多孔碳自供，已建立了技术先进的硅基负极材料一体化研发生产体系，当前具备吨级CVD硅碳负极中试线；天奈科技单壁碳管产能24年底20吨，美国1万吨和欧洲3000吨碳管浆料项目筹建中；元力股份聚焦多孔碳，已完成500吨产线建设，深度绑定头部电池厂，实现吨级出货；圣泉集团树脂多孔碳目前供应天目先导、兰溪致德、璞泰来等国内一线硅碳负极厂商，并应用于ATL供应的3C消费电池中，公司1000吨扩产于2024年底落地；日播时尚24年10月发布预案拟通过发行股份及支付现金的方式购买茵地乐71%股权，茵地乐是行业首家主营PAA类锂电水性粘结剂的企业，2023年底已具备年产6万吨级多系列锂电池专用粘结剂生产规模，PAA产品已成功导入众多主流客户。 　　除上述公司外，天风证券孙潇雅在1月2日的研报中表示，随着CVD工艺的推出，硅负极在消费电池已形成成熟化应用，动力处于放量前期，建议关注硅负极率先应用的消费电池公司豪鹏科技。

You could cram a lot more energy in a lithium-ion battery anode if you replaced the graphite in the anode with silicon. Silicon has about 10 times as much storage capacity. But silicon bloats during charging, and that can break a battery’s innards. Graphite hardly swells at all because during charging it slips incoming lithium ions between its one-atom-thick layers. That process, called intercalation,…

Since lithium-ion batteries’ commercial debut three decades ago, this portable and high-density (and Nobel Prize–winning) energy storage technology has revolutionized the fields of consumer electronics, electric vehicles, and large-scale energy storage. And yet even for the technology’s vast advancements—a staggering thirtyfold drop in price between 1991 and 2018, for instance—the biggest improvements have taken place mostly on the lithium-metal-oxide cathode side. Lithium-ion batteries’ graphite anodes, by contrast, have largely…

Harold Pelham What comes to mind when you hear the word “factory”? Often, the term conjures up images of machinery, assembly lines, and stacks of materials ready to be processed into a final product. Traditional factories have long been defined by their large-scale, systematic production capabilities. Every component works in synergy to efficiently mass-produce goods.…

2025-02-15 byJennifer Smith On a rollercoaster day for Wall Street, where market sentiment wavered with the latest whispers of tariff changes and inflation fluctuations, a clear winner emerged from the chaos: tech stocks. Leading the charge on Friday, the Nasdaq managed a modest climb, buoyed by a bellwether: Applied Digital Corporation (NASDAQ:APLD). Amidst blinking servers…

Dr. Emily Chang APLD stock has garnered attention for its potential in the burgeoning realm of quantum computing. As technology advances at an unprecedented rate, analog devices like quantum computers are poised to redefine the future of countless industries, and Applied Digital Corporation (Nasdaq: APLD) is positioning itself at the forefront. The surge in interest…

We felt we needed to say something while saying something is still allowed. John Pavlovitz We know many of you have lived under malevolent, unhinged dictators before, but this is new for us. For its history, our nation has been led by men who, despite their varying flaws and deficiencies, some of which were quite…

John Pavlovitz You know how I feel about him. I’ve never hid my contempt for him, never pulled punches in declaring with great specificity why I have so vehemently opposed him.You’ve seen the precise detail I have gone into over the past decade in inventorying why I have been so steadfast in resisting him and…

UiPath’s revival strategy, led by CEO Daniel Dines, focuses on AI integration and partnerships like SAP to overcome challenges and drive growth. See more here. By Fountainhead I first bought and recommended UiPath (NYSE:PATH) around September 2023, at $17.75 per share. The stock peaked at around $27 in Feb 2024, and then drifted downwards; The advent of…