I'd love for us to be work with Sila Nanotechnologies, but I can't make the connection. Though the information in what Sila Nanotechnologies actually does is limited, there could be a possibility of Sila only being the producer of the silicon battery and not the actually producer of such material, then que HPQ Silicon. Sounds like they "encage" silicon atoms or powders. But do they make their own silicon powders? Even if they do, they will be switching to HPQ powders soon enough once they see our costs vs theirs, also hence our adaptability to form different recipes for different manufacturers.
As for Enovix this is almost a certainty, https://enovix.com/wp-content/uploads/2019/09/Benchmark-Article_Paul-Harris.pdfhttps://enovix.com/wp-content/uploads/2019/09/Benchmark-Article_Paul-Harris.pdf , here they show some with excitement on PUREVAP's reactor and production cost. And then you find their main product is a 3D SILICON battery... I'm sure those are 3D printed (painted) silicon anodes require Nano Silicon Powders. Oh this piece later in the article...
"Enovix uses an unmodified 3-5-micron commercially available silicon powder such as silicon oxide or metallurgical grade silicon. Silicon oxide is what other companies use to add to graphite anodes. Metallurgical grade is used in photovoltaic solar cells.
We are experimenting with lower cost silicon grades which would be more cost effective. We believe there will be opportunities to use cheaper grades rather than using semiconductor grade silicon,” he said (Murali Ramasubramanian, Enovix co-founder and vice president of research and development)."
As mentioned before in my post and in the Enovix report of HPQ Silicon creating a tipping point for Mg Silicon, no one will beat our costs. Sooner or later they are all going to be ours =)