Strategic partnerships Forge Nano is actively expanding collaborations with industry leaders and software platforms, notably a recent partnership with Voltaiq to integrate AI into battery development and manufacturing, signaling opportunity for data analytics, AI tooling, and integrated software solutions.

Domestic capacity expansion Significant investment and expansion in Morrisville, NC to build a multi-hundred-million-dollar, multi-GWh battery manufacturing campus, supported by federal funding, creating a sizeable and expanding domestic supply chain opportunity for suppliers, equipment, and services.

Job and infrastructure growth Rapid headcount growth and facility scaling indicate rising demand for manufacturing equipment, safety systems, facility services, and training programs to support a larger production footprint in the United States.

Battery ecosystem leverage The company aims to leverage Samsung SDI manufacturing expertise and supply chain dynamics, suggesting opportunities with battery materials, process optimization, quality control, and integration of advanced manufacturing technologies.

Technology enablement Forge Nano operates at the atomic level with Atomic Armor technology across semiconductors and energy systems, creating demand for nanotech tooling, metrology, data analytics, and software platforms that support high-precision manufacturing and inspection.