Ziyang (@Yang) on getquin

5Mon·

Good morning everyone!

What is your opinion on Samsung SDI (GDR) shares? The share has weakened recently due to subdued sales of e-cars in Europe. In the longer term, however, battery technology seems to be an indispensable part of the automotive industry. How do you currently view the share?

5 Comments

teschi@teschi

5Mon

Unfortunately, I can't say anything about Samsung, but as far as batteries are concerned, I am hopeful about Enovix $ENVX.
They have just set up a plant in Malaysia and are ramping up production. They offer a promising technology with silicon anodes that allow a higher storage density, a battery design that protects against swelling and flammability and the batteries can be charged in just a few minutes. Initial agreements have already been reached with renamed customers.
Unfortunately, there is no mention of cars yet, only of small devices such as smartphones/watches and laptops.

If it works out, I see this as the "gold standard" in small-scale battery technology in the coming years.

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Kevin E.@KevinE

5Mon

And how do you know that it is their battery (technology) that is needed and not that of the competition?

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