SEIA data shows entire solar energy supply chain has been reshored

Published on November 03, 2025 by Dave Kovaleski

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With Corning building the largest solar ingot and wafer facility in the country, co-located with the company’s polysilicon facility in Hemlock, Michigan, the United States now has the capacity to produce every major component of the solar supply chain, according to the Solar Energy Industries Association (SEIA).

New data from SEIA shows that the entire solar supply chain has been reshored and U.S. manufacturing capacity has grown across every segment of the solar and storage supply chain.

So far in 2025, 65 new or expanded solar and storage facilities have come online, totaling some $4.5 billion in private investment. However, SEIA points out that more than 100 factories and over $31 billion in the pipeline could be at risk if the Trump administration continues its attacks on solar energy.

This year, U.S. manufacturing capacity has increased across every major segment of the solar and storage supply chain, according to SEIA’s Solar & Storage Supply Chain Dashboard. As of October 2025, the United States has surpassed 60 gigawatts (GW) of domestic solar module production capacity, a 37 percent increase from December 2024.

Further, U.S. solar cell production capacity has more than tripled this year, rising from 1 GW to 3.2 GW. In addition, battery cell manufacturing for stationary electricity storage applications has risen to over 21 gigawatt-hours (GWh).

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

Also, U.S. manufacturing of inverters, which converts electricity produced by solar into usable power, has grown by nearly 50 percent since the end of last year, with capacity surging from 19 GW to 28 GW. Additionally, U.S. mounting system manufacturing has increased 14 percent and added 23 new factories.

SEIA officials said that the U.S. solar manufacturing pipeline remains robust. Currently, there is 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 either under construction or announced. However, Trump Administration policies, regulations, and trade actions which have contributed to industry uncertainty could stall this progress and reduce demand for the products made by American solar and storage manufacturers.

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