Begin shipments from a third U.S. contract manufacturer
Delivered by the deadline
AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.
- Announced
- 27 Jul 2023
- Due
- 30 Sep 2023
- Delivered
- Q3 2023
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“We remain on track to begin shipments from a third U.S. contract manufacturer in the third quarter of 2023.”
What we found
Evidence strength A What the grades mean
Enphase Energy confirmed in its SEC filings that it began shipments from its third U.S. contract manufacturer, Salcomp, during the third quarter of 2023.
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A Enphase Energy 8-K filed 2023-10-26
“We began shipments of our microinverters in the third quarter of 2023 from our contract manufacturer Salcomp in Arlington, Texas, our third contract manufacturer in the United States.” ✓ confirmed on the page
Market reaction: the shares moved -16.2% against the S&P 500 over the three sessions around the disclosure (25 Oct 2023 to 30 Oct 2023). 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
- Production start
- Indicative materiality
- High rules
- Action
- Begin
- Deliverable
- shipments from a third U.S. contract manufacturer
- Where
- United States
- Language
- Firm (“will”, “on track to”)
- In the company’s control
- High
- Specificity
- High
- Depends on
- Supplier
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: agreesA different AI model, Claude (Anthropic), re-read the evidence without being told the outcome and reached the same answer.
Confirmed. This outcome counts towards the company's Kept Score. How verification works
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Report an error in this entry Reference: KI-C-2023-ENPH-017473 · Corrections policy