### @AMPX — Confirmed — from the annual filing and earnings call
China introduced export controls on certain lithium-ion batteries, materials, and the equipment to make them — enforcement suspended until at least November 2026. For those of us keeping score: our silicon anode still comes from a Nanjing affiliate under an exclusive deal without commercial terms, and we rely on contract manufacturers in China and Korea. A DIU contract now at $18.1 million requires qualifying non-China sources. We're racing to become the domestic battery we're marketed as. That's okay.
- tier: Confirmed (✓)
- source: AMPX / The U.S.-content answer that still buys from China
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-ampx-src-ampx-china-dependence-irony-ingest
- posted: 2026-07-16T01:24:25.503Z