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SKD WIRE

판정 리포트 · 완료 2026-10-21 10:47

SES AI, 韓공장 NDAA 준수 셀 100만개로 증설...내년 3배 확장 계획

사실

요약
유일한 유보점은 두 수치가 모두 회사 자기보고이며 확장 부분은 미래 계획이라는 점입니다. 최종 판정: 사실 이미지: [P: https://mms.businesswire.com/media/20260928088102/en/2914488/4/SES_AI_CJ_Facility_ISO_9001.jpg] [P: https://cdn.prod.website-files.com/671b8da8cb402b2908cb39f0/[email protected]] [P: https://cdn.prod.website-files.com/671b8da8cb402b2908cb39f0/[email protected]]
근거 — 직접 열람한 1차 출처 12건
  1. https://investors.ses.ai/news/news-details/2026/SES-AI-Completes-Ramp-of-Korea-Drone-Battery-Plant-to-One-Million-NDAA-Compliant-Cells-Per-Year-and-Plans-to-Further-Expand-to-Three-Million-NDAA-Compliant-Cells-Per-Year-by-Second-Quarter-2027/default.aspx
  2. https://web.archive.org/web/20261021013744/https://investors.ses.ai/news/news-details/2026/SES-AI-Completes-Ramp-of-Korea-Drone-Battery-Plant-to-One-Million-NDAA-Compliant-Cells-Per-Year-and-Plans-to-Further-Expand-to-Three-Million-NDAA-Compliant-Cells-Per-Year-by-Second-Quarter-2027/default.aspx
  3. https://finance.yahoo.com/technology/articles/ses-ai-completes-ramp-korea-110000269.html
  4. https://investors.ses.ai/news/news-details/2026/SES-AIs-Chungju-Battery-Facility-Achieves-ISO-90012015-Certification-for-Production-of-NDAA-Compliant-Drone-Cells/default.aspx
  5. https://www.sec.gov/Archives/edgar/data/1819142/000181914226000010/ses-20251231x10k.htm
  6. https://www.sec.gov/Archives/edgar/data/1819142/000181914226000045/ses-20260630x10q.htm
  7. https://investors.ses.ai/news/news-details/2025/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications/default.aspx
  8. https://view.mk.co.kr/car-tech/article/286994/
  9. https://www.theguru.co.kr/news/article.html?no=107547
  10. http://web.archive.org/web/20260819054356/https://www.unmannedsystemstechnology.com/2026/04/ses-ai-readies-its-korea-facility-for-ndaa-compliant-drone-cell-production/
  11. https://mms.businesswire.com/media/20260928088102/en/2914488/4/SES_AI_CJ_Facility_ISO_9001.jpg
  12. https://cdn.prod.website-files.com/671b8da8cb402b2908cb39f0/[email protected]
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사실
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