Future maybe. You can't replace every part of the battery system overnight. Who is going to provide that much silicon for every manufacturer?
Novonix has silicon tech IP sitting there ready for when and if it will be adopted as scale.
No one is doing silicon at scale currently for EVs or ESS.
Best is in some low level personal consumer applications currently.
Anyway, I have ridden every high and low of the company, will continue to do so for the next 5-10 years.
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