SES AI
About
About SES AI
SES AI develops high-energy and high-power cell formats around lithium-metal and lithium-ion chemistries. Its drone portfolio is configured around the trade-off between endurance and discharge rate, while larger cells target urban air mobility, robotics and stationary storage. Cell engineering covers electrolyte, anode, cathode, enclosure and thermal behaviour for application-specific battery configurations.
Molecular Universe uses artificial intelligence to screen battery materials and formulations, while Avatar AI analyses manufacturing and operating data for cell quality and safety. SES AI maintains engineering and production capacity in the United States and Asia and is preparing its South Korean facility to manufacture NDAA-compliant drone cells for defence and commercial customers.
Operations
Production capacity
- Production capacity
2026-09-28 - SES AI completed a Chungju production scale-up to approximately one million Li-Metal and Li-ion pouch cells of annual capacity, including NDAA-compliant drone cells. - Li-Metal and Li-ion pouch cells for drone and other high-performance battery applications - Chungju, South Korea
Source
Financials
- SES - NYSE - USD
Team
- Qichao Hu - Founder, Chairman and Chief Executive Officer - He leads SES AI's battery-cell, materials-discovery and manufacturing strategy and chairs its board.
- Ray Liu - Chief Financial Officer - He leads finance and risk management as SES AI expands manufacturing and commercial programmes.
- Hong Gan - Chief Science Officer - He directs the scientific programme underpinning SES AI's cell chemistry and materials work.
- Kang Xu - Chief Technology Officer - He leads technology development around electrolytes and cell interfaces for SES AI's battery platforms.
- Kyle Pilkington - Chief Legal Officer - He oversees legal, governance and transaction work for the publicly listed battery company.
Timeline
Events
- 2026-09-28 - Production Milestone - SES AI completes Chungju drone-cell capacity scale-up and gains ISO 9001 certification
The certified quality-management framework covers incoming materials, cell testing and traceability at the South Korean facility. The expanded line includes NDAA-compliant pouch cells for drone and other high-performance battery applications. The Korea ESG Certification Body issued the certification after an independent assessment of the facility's quality-management processes.
Source - 2026-08-03 - Partnership - SES AI signs staged H1-X battery-development framework with Doroni Aerospace
The framework runs through staged purchase orders during 2026 and 2027; only an initial $65,000 tranche is committed, so the $1.09 million figure is a maximum rather than a firm order. SES AI will provide battery systems for Doroni's ground- and flight-test campaign, with a path to testing as early as 2027 and options for additional test systems and serial production. The development work combines high-energy cells approaching 400 Wh/kg with battery-health monitoring and abuse testing for the H1-X programme.
Source
Relations
Relationships
- Doroni Aerospace
H1 X Battery Development Contract - Doroni awarded SES AI staged H1-X battery development, with $65,000 initially committed and later stages subject to orders.