Amprius Technologies Outlines Silicon-Anode Strategy, Outsourcing Shift

Battery maker details plans for higher energy density cells, manufacturing partnerships, and growth targets at Roth Conference

Mar. 27, 2026 at 1:33am

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Amprius Technologies (NYSE:AMPX) executives used a presentation at the Roth Conference to outline the battery maker's silicon-anode strategy, outsourced manufacturing approach, and the markets driving demand for higher energy density cells. CEO Tom and CFO Ricardo also discussed profitability milestones, recent manufacturing partner additions, and the company's expectations for growth and margins.

Why it matters

Amprius' silicon-anode technology aims to deliver significantly higher energy density compared to conventional lithium-ion batteries, which could enable longer runtimes and reduced weight for portable power applications like drones, electric vehicles, and robotics. The company's shift to an outsourced manufacturing model provides more flexibility to serve diverse customer needs and markets.

The details

Amprius traced its origins back 15 years, with a focus on developing silicon-based anodes that can 'handle 10 times the amount of lithium' compared to graphite, enabling roughly '2x energy' density. The company markets its high-energy cells as 'Express Cells.' After initially pursuing a company-owned manufacturing plant, Amprius decided to outsource production to gain flexibility and serve a broader range of customer needs and cell types. The company now has four contract manufacturers in China, a ramp in Korea, and a new relationship with Nanotech Energy in California. Amprius sells finished cells to over 550 customers, including pack houses that supply to end users like AeroVironment, BAE Systems, and Nokia. The company sees strong demand signals from the defense sector, municipal 'drone as first responder' programs, robotics, and eVTOLs.

  • Amprius generated $73 million in revenue in 2025, up 3x year-over-year.
  • Amprius has guided to around a 70% increase in revenue for 2026.
  • Amprius achieved positive adjusted EBITDA in Q4 2025.

The players

Amprius Technologies

A U.S.-based developer of high-energy-density lithium-ion batteries that leverage silicon anode technology to deliver performance levels beyond conventional graphite-based cells.

Tom

CEO of Amprius Technologies.

Ricardo

CFO of Amprius Technologies.

AeroVironment

A customer of Amprius that assembles battery packs using Amprius' cells.

BAE Systems

A customer of Amprius that assembles battery packs using Amprius' cells.

Nokia

A customer of Amprius that assembles battery packs using Amprius' cells.

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What they’re saying

“Silicon can 'handle 10 times the amount of lithium,' which the company frames as enabling roughly '2x energy' under comparable size and weight.”

— Tom, CEO

“Higher energy density can enable duty cycles for UAVs and other systems that 'literally would not be there without a high energy density cell,' supporting pricing power.”

— Ricardo, CFO

“The decision to outsource manufacturing was also driven by the need to serve a market that requires multiple battery types—something he compared to offering different 'flavors.'”

— Tom, CEO

What’s next

Amprius plans to continue expanding its manufacturing partnerships, particularly in the U.S., to serve a growing customer base across defense, robotics, and electric aviation applications.

The takeaway

Amprius' silicon-anode technology and outsourced manufacturing strategy position the company to capitalize on rising demand for high-energy-density batteries to power a wide range of portable and mobility applications, from drones to electric vehicles.