QuantumScape Corporation

New Capabilities

As of August 2026: Multi-year Honda deal signed June 2026; Q2 2026 billings of $10.8M; expanding to defense and AI data center customers; stock fell 14% after Q2 report

A June 2026 investigation backed by more than 20 independent battery experts concluded that Donut Lab's claimed solid-state battery is a conventional lithium-ion cell. Voltage curves at 3.7–3.8V at 50% state of charge and graphite anode expansion signatures matched NMC lithium-ion chemistry — not the sodium-ion solid-state design Donut Lab announced at CES.

Updated Aug 1

Built World

As of May 2026: Developing and piloting solid-state lithium-metal cells for EVs

QuantumScape has bolted the last major machines into its Eagle Line pilot factory in San Jose. The highly automated line is meant to turn QSE-5 solid-state cells from boutique prototypes into something resembling a production product.

Updated May 10