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According to the Solar Energy Industries Association (SEIA), the U.S. solar and storage manufacturing industry has reached full domestic production capacity across every major segment of the supply chain.

In 2025, 65 new or expanded facilities came online, attracting $4.5 billion in private investment. Corning's new ingot and wafer facility, expected in Q3, completes the domestic supply chain for solar components.

U.S. solar module capacity has surged to 60 GW, a 37% increase since December 2024. Solar cell production has more than tripled to 3.2 GW, while battery cell manufacturing for stationary storage has exceeded 21 GWh, enough to power Houston overnight. Inverter and mounting system manufacturing also expanded, with growth of 50% and 14%, respectively.

Despite this growth, the SEIA warns that federal policy uncertainty could jeopardize over 100 factories and $31 billion in planned investments. Abigail Ross Hopper, SEIA president and CEO, said, "Momentum isn't guaranteed. Uncertain policies risk driving investment overseas and slowing job creation."

The U.S. solar manufacturing pipeline remains strong, with 23 GW of solar modules, more than 34 GW of solar cells, 25 GW of inverters, and 95 GWh of battery cells under construction or announced. Analysts say that sustained policy certainty will be crucial to maintain this growth trajectory.

Source: seia.org