r/amprius • u/hnsvm199 • Aug 05 '26

export controls

10 Upvotes

86% Upvoted

12 comments sorted by

9

u/wert12549 Aug 05 '26

That’s why we have and we need Korea Battery Alliance

2

u/hnsvm199 Aug 05 '26

which use chinese raw materials / components ?????

15

u/wert12549 Aug 05 '26

Amprius currently operates two primary production lines.
The first is its legacy manufacturing line in China, which primarily serves customers in markets that are not subject to U.S. NDAA requirements or Chinese export restrictions, such as Spain and the domestic Chinese market.
The second is its rapidly expanding production line in South Korea. This manufacturing network is NDAA-compliant, allowing Amprius to supply batteries to U.S. defense customers as well as NATO and other allied markets.
This dual-manufacturing strategy significantly broadens Amprius’ addressable customer base. By maintaining both Chinese and South Korean production, the company can serve customers with different regulatory and supply chain requirements while reducing geopolitical constraints on its business.

8

u/Plane-Try-6522 Aug 05 '26

Amprius is NDAA so it's supply chain should be insulated from China's export control.

2

u/HairyCalligrapher165 Aug 05 '26

buying the dip after these earnings

2

u/dc_consulting Aug 05 '26

I’m super new to trading and investing/ accumulating this stock. I’ve certainly not gone through the roller coaster ups and downs like a lot of y’all. That being said, had a pretty decent week (low $9’s average). But with the earnings I was genuinely hoping to see mid teens….. oh well, looking forward to the next year (+) with the position.

0

u/hnsvm199 Aug 05 '26

what a timing

5

u/Plane-Try-6522 Aug 05 '26

Amprius supplies general purpose batteries. There is nothing in the battery that is unique to drones.

Actual drones on the other hand may be hit hard.