Strategy
Why Batteries Are the New Semiconductors
The parallels between the chip industry's foundry revolution and the battery sector's coming structural shift.
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United States Foundry for Advanced Batteries
Building the Foundries That
Power the Future.
The United States Foundry for Advanced Batteries is creating the manufacturing infrastructure that powers defense, aerospace, artificial intelligence, energy storage, transportation, and critical infrastructure across the United States and allied nations.
A consortium of manufacturers, suppliers, investors, governments, and innovators building sovereign battery manufacturing capacity.
0.0 TWh
Leading producer's installed cell capacity (vs. ~0.2 TWh U.S.)
~$0B
Advanced battery value chain by 2030
>0%
U.S. cell-manufacturing equipment that is imported
0
Strategic pillars uniting the allied industrial base
Illustrative figures drawn from widely reported industry and analyst sources.
The Thesis
"The companies that design battery technologies should not have to build billion-dollar factories. Just as semiconductor companies rely on foundries to manufacture chips, battery innovators should have access to trusted manufacturing infrastructure capable of producing cells, packs, and systems at commercial scale."
The Model
A proven playbook, applied to batteries.
SEMATECH for Batteries
A neutral consortium aligning industry on shared standards, R&D, and qualification.
Foundry Ecosystem for Batteries
Trusted contract manufacturing — designers focus on chemistry, foundries scale production.
CHIPS-Style Model for Battery Manufacturing
Public–private capital architecture that catalyzes a sovereign industrial base.
Five Strategic Pillars
The architecture of sovereign battery manufacturing.
Five mutually reinforcing pillars that together form a resilient, allied industrial base.
Battery Foundries
Shared, trusted-source contract manufacturing for cells, packs, and systems.
Equipment Independence
Rebuild domestic battery manufacturing-equipment capability.
Materials Security
Resilient, increasingly closed-loop critical mineral supply chains.
Workforce Development
Certified curricula tied directly to foundry operating roles.
NATO & Allied Collaboration
A transatlantic battery manufacturing ecosystem.
Global Footprint
A Global Challenge, an Allied Answer.
Cell manufacturing today is concentrated in a single region. The Alliance is building dispersed, trusted capacity across the United States and partner democracies.
Allied nodes (US + Europe + Partners)Concentrated production regionActive build-out
Illustrative concentration; the Alliance builds dispersed, trusted allied capacity. Figures drawn from widely reported industry and analyst data.
Solutions
Powering the missions that matter.
Membership
Join the Battery Industrial Base.
Whether you manufacture, supply, invest, regulate, or research — there is a seat for you at the table.
Become a Member