Amprius Technologies announced that its Korea Battery Alliance now includes three additional contract manufacturers in Daejeon, South Korea, pushing the company’s global contract‑manufacturing capacity past 2 GWh. The new facilities bring an additional 200 MW of production capability, which is expected to be fully utilized within the next 12 months as demand for the company’s SiCore silicon‑anode batteries accelerates.
The expansion is a strategic move to secure an NDAA‑compliant supply chain for defense, aerospace, and critical‑infrastructure customers. By deepening its presence in South Korea—a leading hub for advanced battery technology—Amprius can reduce concentration risk associated with its existing partners in China and the United States while positioning itself to capture growing orders from UAS and electric‑aircraft programs that require U.S.‑origin components.
Amprius’ Q3 2025 results provide context for the expansion. Revenue rose 172.8 % year‑over‑year to $21.4 million, driven by a 42 % quarter‑over‑quarter increase in orders from UAS manufacturers and a repeat $35 million re‑order from a leading UAS supplier. Gross margin improved to 15 % from 9 % in the prior quarter, reflecting a favorable product mix and higher volumes. Net loss narrowed to $0.03 per share, beating analyst expectations of $0.06. The company’s $73.2 million cash balance and absence of debt give it the financial flexibility to invest in capacity expansion without compromising liquidity.
Tom Stepien, President of Amprius, said the new alliance “anchors Amprius within a world‑class lithium‑ion battery manufacturing base and allows us to accelerate SiCore production within an NDAA‑compliant framework.” He added that the partnership “provides the scale and reliability needed to meet the growing demand from defense and aerospace customers while maintaining our margin trajectory.”
Analysts have continued to view the company favorably, citing the strong revenue growth, margin improvement, and the strategic importance of the Korea expansion. Investors welcomed the announcement as a clear signal that Amprius is executing on its capital‑light model and positioning itself for long‑term growth in high‑energy‑density battery markets.
The capacity boost positions Amprius to scale production quickly, reduce lead times, and meet the stringent supply‑chain requirements of U.S. defense programs. With the expanded capacity, the company can accelerate the rollout of its SiCore batteries into UAS and electric‑aircraft platforms, potentially capturing larger market shares while preserving its margin trajectory. The expansion also strengthens Amprius’ competitive advantage in a market projected to reach $213 billion by 2032, underscoring the company’s long‑term growth prospects.
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