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.