SES AI ramps Korean drone battery plant to one million cells a year
SES AI has completed the ramp-up of its Korean drone battery plant to one million NDAA-compliant cells a year. The company plans to expand capacity to three million cells a year by the second quarter of 2027 (19 October 2026).
Who is affected and how
- supplier
- Defense and drone customers want NDAA-compliant cells, which points to a market gap.
Sources
- 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 2027tradingview · Oct 19, 2026
- SES AI expands Chungju battery plant to three million cellseastasiabrief.com · Oct 20, 2026
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