3Q25 earnings call transcript
Dr. Raj Talluri, President and Chief Executive Officer, Enovix Corporation: We achieved yield improvements in Fab II in Malaysia across all production zones, notably in Zone 1 laser dicing. We optimized our battery formation process in Zone 4 to increase the throughput materially.

Our manufacturing capabilities at Fab II are ramping steadily. We have strengthened the balance sheet, and we secured the capital we need to execute. We built a team that knows how to deliver.

The US counterpart, Enovix, has moved up quite a bit. The Enovix CEO even came out and spoke with Bloomberg recently on their podcast (can search online) to share about industry outlook.

In YBS's AGM minutes, they spoke about commencing battery production in July 2025. In YBS's website, they seem to have ventured into Battery Energy Storage System for Commercial and Industrial Energy Storage. So coming 2Q results onwards will be worth watching.