According to new data from the Solar Energy Industries Association (SEIA), the United States is experiencing a manufacturing boom across the entire solar and storage supply chain, with significant growth recorded in every production segment since late 2024. The association notes that, with Hemlock’s new ingot and wafer facility coming online in the third quarter of 2025, the country now has the capacity to produce every major component of the solar supply chain domestically.

SEIA reports that 65 new or expanded solar and storage facilities have begun operating in 2025, bringing $4.5 billion in private investment into local American communities. However, more than 100 factories and $31 billion in planned investments could be at risk if the Trump administration continues its current energy policy direction, which SEIA argues undermines industry certainty and growth.

According to the Solar & Storage Supply Chain Dashboard, U.S. manufacturing capacity has expanded in all major sectors since the end of 2024. As of October 2025, the United States surpassed 60 gigawatts (GW) of domestic solar module production capacity, a 37% increase compared to December 2024. The sharp rise in module output has also driven demand for upstream manufacturing. Solar cell production capacity, for instance, has more than tripled, climbing from 1 GW to 3.2 GW over the same period.

Battery cell manufacturing for stationary electricity storage has reached 21 gigawatt-hours (GWh), enough energy to power the city of Houston from sunset to sunrise. At the same time, U.S. inverter manufacturing has expanded by nearly 50%, from 19 GW to 28 GW, while mounting system production has grown 14%, with 23 new factories added since 2024.

“The growth we’re seeing is a testament to the power of American innovation,” said Abigail Ross Hopper, president and CEO of SEIA. “We’re building factories, hiring American workers, and showing that solar energy means made-in-America energy.”

The U.S. solar manufacturing pipeline remains strong, with 23 GW of solar module capacity, over 34 GW of solar cell capacity, 25 GW of inverter capacity, and 95 GWh of battery cell capacity currently under construction or announced. Yet SEIA warns that recent Trump administration policies, regulations, and trade actions have created uncertainty that could jeopardize these gains.

“We’re seeing strong growth today, but that momentum isn’t guaranteed,” Hopper added. “If the administration continues down this path, they risk driving investment overseas, stifling job creation, raising costs for consumers, and handing America’s manufacturing advantage to our competitors. This industry has proven what’s possible when businesses have the certainty to invest. If harmful actions continue, energy costs will rise, and the next wave of factories and jobs could be at risk.”