Add manufacturing capacity in the United States
Delivered by the deadline
AI-assessed · human review in progress Found and assessed by AI from the cited sources. Shown with its evidence; it is not counted in any Kept Score until confirmed.
- Announced
- 25 Apr 2023
- Due
- 30 Jun 2023
- Delivered
- Q2 2023
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“starting in the second quarter of 2023, we are adding manufacturing capacity in the United States”
What we found
Evidence strength A What the grades mean
Enphase began shipments of microinverters from its U.S. contract manufacturers during 2023, confirming the addition of domestic manufacturing capacity as planned.
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A Enphase Energy 10-Q filed 2023-07-27
“We expect to add a total capacity of approximately 4.5 million microinverters per quarter with three different manufacturing partners in the U.S. as we exit 2023” ✓ confirmed on the page
-
A Enphase Energy 10-K filed 2024-02-09
“During the fiscal year 2023, we began shipments of microinverters from our contract manufacturers in the United States.” ✓ confirmed on the page
Market reaction: the shares moved +6.6% against the S&P 500 over the three sessions around the disclosure (8 Feb 2024 to 13 Feb 2024). What this measures
Checked 20 Oct 2026.
Commitment DNA
The structured record of this commitment. Fields the company did not state are left blank rather than guessed.
- Event type
- Capacity change
- Indicative materiality
- Medium rules
- Action
- Add
- Deliverable
- US manufacturing capacity
- Where
- United States
- In the company’s control
- High
- Specificity
- High
How this entry was checked
- Commitment recordedThe company's words were matched word for word against the filing.
- First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
- Second check: disagreesClaude (Anthropic) re-read the evidence blind and read it as “no_evidence”.
- Tie-breakA stronger model read the evidence and both earlier answers, without knowing which was recorded, and agrees with the second check.
Not yet confirmed. Shown on the record, but it will not count in any score until it is confirmed. How verification works
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Report an error in this entry Reference: KI-C-2023-ENPH-017470 · Corrections policy