US power electronics startup Heron Power will build its first domestic manufacturing facility in Morgan Hill, California, targeting 40 gigawatts of annual converter and inverter production capacity — a scale that would make it one of the largest dedicated power electronics factories in the country and a meaningful step toward reducing US reliance on imported grid equipment.
The announcement arrives as the United States confronts a widening gap between clean energy deployment targets and the domestic supply chain needed to support them. Power conversion equipment — the inverters, converters, and transformers that link renewable generation, storage, and loads to the grid — has become a critical bottleneck, with lead times stretching past two years and most high-volume manufacturing concentrated in China and Europe.
Heron’s 40 GW figure is not arbitrary; it roughly matches the annual utility-scale solar and storage additions the US has averaged in recent years. If achieved, the facility could supply a substantial share of domestic demand for grid-forming inverters, a technology essential for maintaining stability on grids with high inverter-based resource penetration. The Morgan Hill site also positions the company near Silicon Valley’s talent pool and the California ISO market that has been an early adopter of advanced grid services.
The company, founded by veterans of Tesla, SolarEdge, and General Electric, has operated in stealth while developing a modular, software-defined power conversion architecture designed for rapid scaling. Its approach emphasizes standardized hardware blocks that can be configured for applications ranging from utility-scale solar and storage to EV charging depots and microgrids — a flexibility that could accelerate certification and deployment cycles compared to bespoke designs.
Read the full report at Energy Storage News.
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