Enphase Energy Announces More Than 8 Million IQ Microinverters and Nearly 500 MWh of IQ Batteries Have Shipped from U.S. Manufacturing Facilities

Enphase has begun producing transformer power modules in Texas as its AI data center program advances toward commercialization.

Rhea-AI Summary

Enphase Energy (NASDAQ: ENPH) has shipped more than eight million IQ Microinverters from U.S. contract manufacturing facilities since shipments began in 2023. It has also shipped nearly 500 MWh of IQ Batteries from U.S. facilities. Its domestic lineup includes residential and commercial microinverters and the IQ Battery 10C.

Enphase has started building power modules for its IQ Solid-State Transformer in Arlington, Texas, and is using them to assemble and validate full-scale racks for AI data center power. The company plans to assemble complete racks in Texas as the program advances toward commercialization. Products identified by a DOM suffix contain domestic content and may help eligible projects qualify for domestic content bonus tax credits; customers should confirm eligibility with legal and tax advisors.

Positive

• Minor pointMore than eight million IQ Microinverters shipped from U.S. contract manufacturing facilities since shipments began in 2023.
• Minor pointNearly 500 MWh of IQ Batteries shipped from U.S. contract manufacturing facilities.
• Minor pointIQ Solid-State Transformer power module production has started in Arlington, Texas, supporting full-scale rack assembly and validation.
• Minor point. Forward-looking: it has not happened yet and may not happen.Complete transformer rack assembly in Texas is planned by Enphase for AI data center power infrastructure.
• Minor point. Forward-looking: it has not happened yet and may not happen.DOM-suffix products may help eligible projects qualify for domestic content bonus tax credits.

Negative

• None.

Key Figures

IQ Microinverters shipped: More than 8 million IQ Batteries shipped: Nearly 500 MWh Power module rating: 5.5 kW +2 more

IQ Microinverters shipped

More than 8 million

From U.S. contract manufacturing facilities

IQ Batteries shipped

Nearly 500 MWh

From U.S. contract manufacturing facilities

Power module rating

5.5 kW

IQ Solid-State Transformer power module

Rack capacity

Up to 5 MW

IQ SST racks

DC output voltage

800 VDC

Designed conversion from medium-voltage AC

Historical Context

1 past event · Latest: Oct 27

1 event

1. Oct 27

   SST technology demonstration

   24h Move

   -2.0%

   Demonstrated 13.8 kV AC-to-800 VDC conversion with 132 modules; current update advances manufacturing.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

gallium nitride, third-party ownership, solid-state transformer

3 terms

gallium nitride technical

"latest gallium nitride (GaN)-based products"

Gallium nitride is a durable semiconductor material used to make electronic components that switch faster, handle higher voltages, and waste less energy than older silicon parts. Think of it as a lighter, more efficient motor in an appliance: it lets devices shrink, run cooler and save power, which can lower manufacturing costs, enable new products and boost sales or margins for companies that adopt it—key factors investors watch.

third-party ownership financial

"third-party ownership (TPO) providers"

An arrangement in which an asset or its economic rights are owned by an entity other than the primary parties involved—such as a company, borrower, or service provider—so a separate organization collects payments or controls resale rights. For investors it matters because third-party ownership can change who receives income, who bears risk, and how transparent or liquid an investment is; think of it like a rented car where someone else actually holds the title and decides what can be done with it.

solid-state transformer technical

"IQ® Solid-State Transformer (IQ SST)"

A solid-state transformer is an electrical device that performs the same job as a traditional transformer—changing voltage and isolating circuits—but does so with fast-switching electronics instead of large coils of wire and oil-filled tanks. It can be smaller, more efficient, provide finer control over how power is delivered or routed, and enable features like two-way power flow and built-in monitoring. For investors, that means companies making or deploying them could benefit from spending on grid upgrades, electric vehicle charging, renewable integration, and smarter infrastructure, similar to how upgrading from a mechanical gearbox to a digital controller unlocks new capabilities.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FREMONT, Calif., Nov. 09, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company and the world’s leading supplier of microinverter-based solar and battery systems, today announced it has shipped more than eight million IQ^® Microinverters and nearly 500 MWh of IQ^® Batteries from U.S. contract manufacturing facilities.

Enphase began shipping IQ Microinverters from American manufacturing facilities in 2023. The U.S. lineup now includes the company’s latest gallium nitride (GaN)-based products: IQ9N™ Microinverters for residential solar, and IQ9N-3P™ and IQ9S-3P™ Commercial Microinverters for 480 V three-phase commercial projects. Enphase also ships the IQ^® Battery 10C from U.S. facilities, giving installers and third-party ownership (TPO) providers a domestically produced battery for solar-plus-storage projects.

Microinverters and batteries with SKUs identified by the “DOM” suffix are made with domestic content in U.S. manufacturing facilities and may help eligible projects qualify for domestic content bonus tax credits. Visit the Enphase website for more information about products that may be “FEOC compliant.” Customers should consult their legal and tax advisors to confirm eligibility.

“Every year, more of the Enphase products we install come off American production lines,” said Josh Boronzy, VP of field operations at PlugPV, an installer of Enphase products. “Our customers notice, and it’s become one of the easiest parts of the sale.”

“U.S. manufacturing used to be a talking point in this industry, and Enphase made it real,” said Mike Houar, CEO of North State Solar Energy, an installer of Enphase products. “Eight million microinverters later, the quality Enphase is known for is still there.”

“When equipment is built here, we get shorter lead times, a steadier supply, and a partner we can count on,” said Sean Sullivan, managing partner at EMPWR Solar, an installer of Enphase products. “That’s a big part of why we’ve built our business on Enphase.”

Enphase’s U.S. manufacturing footprint now extends to AI data center power. The company has started building power modules for its IQ^® Solid-State Transformer (IQ SST) in Arlington, Texas, and is using them to assemble and validate full-scale IQ SST racks. The 5.5 kW-rated power module is the building block of the IQ SST. Hundreds of modules work together in racks of up to 5 MW, forming a distributed solid-state transformer designed to convert medium-voltage AC directly to 800 VDC.

The power modules share a common form factor and manufacturing processes with Enphase’s latest IQ Microinverters, giving the program a path to highly automated production as it advances toward commercialization. Enphase plans to assemble complete IQ SST racks in Texas, supporting a domestic, scalable supply chain for AI data center power infrastructure that is expected to meet applicable federal requirements. Watch a video of IQ SST power module production here.

“Eight million microinverters is enough to support hundreds of thousands of American homes and businesses,” said Ken Fong, senior vice president of sales at Enphase Energy. “The same U.S. manufacturing base that builds our IQ9 Microinverters and IQ Batteries is now building power modules for AI data centers. That’s what American manufacturing at scale makes possible.”

Learn more about Enphase products and U.S. manufacturing on its website.

About Enphase Energy, Inc.

Enphase Energy is a global energy technology company advancing intelligent power systems for homes, businesses, and next-generation AI data centers. The company designs semiconductor-based energy technologies spanning solar, batteries, EV charging, energy management, and virtual power plants, and is developing solid-state transformer technology to address the rapidly growing power demands of AI data centers. Based in Fremont, California, Enphase is the world’s leading supplier of microinverter-based solar and battery systems. The company revolutionized the solar industry with its microinverter technology and has shipped approximately 90.8 million microinverters, with over 5.3 million Enphase-based systems deployed in more than 165 countries. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. For more information, visit https://enphase.com/.

©2026 Enphase Energy, Inc. All rights reserved. Enphase Energy, Enphase, the “e” logo, IQ, and certain other marks listed at https://enphase.com/trademark-usage-guidelines are trademarks or service marks of Enphase Energy, Inc. Other names are for informational purposes and may be trademarks of their respective owners.

Forward-Looking Statements

This press release may contain forward-looking statements, including statements related to the expected capabilities and performance of Enphase Energy's technology and products, including safety, quality, and reliability; the expected benefits of Enphase Energy's U.S. manufacturing operations, including shorter lead times and a more reliable supply; the qualification of certain Enphase products for domestic content requirements and related tax incentives; the ability to use Enphase Energy's existing manufacturing processes and infrastructure to support highly automated production of IQ SST power modules; Enphase Energy's plans to assemble complete IQ SST racks in the United States and scale production as the IQ SST program advances toward commercialization; and Enphase Energy's expectations that its U.S. manufacturing and supply chain for IQ SST will satisfy applicable federal requirements. These forward-looking statements are based on Enphase Energy's current expectations and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. Such risks include, but are not limited to, market demand for Enphase Energy's solar, battery, and SST products; competitive developments; changes in tax credits, domestic content requirements, incentive programs, or other regulatory or compliance requirements; technological development, testing, validation, and commercialization risks; the ability to achieve anticipated performance, reliability, scalability, and manufacturing objectives; manufacturing and supply chain availability and costs; and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy's most recently filed Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and other filings made from time to time with the Securities and Exchange Commission. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, or changes in its expectations, except as required by law.

Contact:

Enphase Energy

press@enphaseenergy.com

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many microinverters and batteries has Enphase shipped from U.S. manufacturing facilities?

Enphase has shipped more than eight million IQ Microinverters and nearly 500 MWh of IQ Batteries from U.S. contract manufacturing facilities. U.S. microinverter shipments began in 2023.

What is Enphase building in Texas for AI data centers?

Enphase has started building IQ Solid-State Transformer power modules in Arlington, Texas, and is using them to assemble and validate full-scale racks. The company plans to assemble complete racks in Texas as the program advances toward commercialization.