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sbm_au | 11 months ago

I compare solid-state battery manufacturing, to extreme ultraviolet lithography.

I remember reading about attempts to commercialise EUV lithography in the early 2000s (in a paper magazine!) The same issues that SSB have now - some lucky examples from tiny yields in the lab, but the devil's own problem to scale it and develop reliable manufacturing.

ASML was able to commercialise it in 2018. I expect the timeline for SSB to be about the same, twenty years or so. I think we will see it but not until the 2030s.

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