Israel. Supply chain mapped to 46 inputs across 13 countries.
No federal designation found. SolarEdge Technologies is not named on any of the 3 federal restricted-party lists screened for this record (DOD Section 1260H, BIS Entity List, OFAC SDN List), and Israel is not a covered nation under the FEOC rules. Is SolarEdge Technologies a Foreign Entity of Concern?
Upstream sourcing exposure
28 in covered nations - 17 elevated, of 46 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
9 of 9 processing/refining steps in covered nations
Where each input is mined or refined. Not a FEOC determination for the company.
Node Types
Sourcing risk
Relationships
46 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for SolarEdge Technologies.
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| SolarEdge TechnologiesHerzliya, Israel (HQ); Austin, TX & Florida (US mfg) | Israel | Elevated sourcing risk | DC-optimized PV inverters, power optimizers, and NMC battery storage. Products assembled by Jabil and Flex; battery cells self-made in South Korea. Mixed exposure: heavy midstream reliance on China-refined materials. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Jabil (Contract EMS)China + Vietnam dual-site; US | United States | Elevated sourcing risk | Electronics manufacturing services provider; dual China/Vietnam production footprint. |
| Flex Ltd (Contract EMS)China, Vietnam, Hungary, Romania | Singapore | Elevated sourcing risk | Second global EMS partner; some assembly in China. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| HD-Wave PV InverterAustin, TX; also Vietnam/Hungary/Romania (Jabil/Flex) | United States | Elevated sourcing risk | HD-Wave inverter reduces magnetics vs conventional designs. Final assembly US + contract EMS. |
| Power OptimizerFlorida, US; China & Vietnam (Jabil/Flex) | United States | Elevated sourcing risk | Module-level DC optimizer. Uses in-house ASIC + ceramic capacitors. Some production in China/Vietnam. |
| Energy Bank / StorEdge Battery (NMC)Sella 2 plant, Eumseong, South Korea (with Kokam) | South Korea | Elevated sourcing risk | 2 GWh NMC pouch-cell factory owned by SolarEdge; cells clean-assembled in Korea but cathode inputs China-dependent. |
| Custom DSP / ASICTSMC (fab), Taiwan | Taiwan | Elevated sourcing risk | SolarEdge in-house-designed DSP/ASIC fabricated at foundries (TSMC). Allied fab but assembly/test may route through China. |
| Power Semiconductors (IGBT / MOSFET)Infineon | Germany | No known risk factor | Infineon multi-year capacity reservation agreement supplies power switches. Allied (Germany/Austria/Malaysia) fabs. |
| GaN FET (next-gen optimizer/inverter)TI / TSMC | United States | Elevated sourcing risk | GaN FETs from TI and TSMC for next-gen products. Device fab allied, but gallium feedstock China-controlled. |
| Magnetic Components (inductors/transformers)in-house design; wound in Asia | China | Covered nation | HD-Wave reduces magnetics but inductors/transformers remain. Ferrite cores and copper winding predominantly China-sourced. |
| Capacitors (ceramic + film/electrolytic)Asia (Japan/China/Taiwan) | China | Covered nation | Ceramic capacitors (25yr life) plus DC-link film caps. MLCC supply concentrated in Japan/China. |
| Printed Circuit Board (PCB)Asia | China | Covered nation | Rigid FR-4 PCBs; PCB fabrication heavily concentrated in China. |
| Aluminum Enclosure / HeatsinkAsia | China | Covered nation | Die-cast aluminum enclosure + heatsink for thermal management. |
| Copper Wiring / Busbars / ConnectorsAsia | China | Covered nation | Copper interconnect, busbars, wiring harness. |
| NMC Cathode Active Material (CAM)Korea/China | South Korea | Elevated sourcing risk | Lithium nickel manganese cobalt oxide. High-nickel NMC formed by calcining pCAM with lithium hydroxide. |
| Graphite AnodeChina | China | Covered nation | Coated on copper foil. 100% of natural spherical graphite processed in China. |
| Battery Electrolyte (LiPF6)China | China | Covered nation | LiPF6 salt in EC/DEC/DMC solvents. Electrolyte/LiPF6 supply China-dominated. |
| Battery SeparatorKorea/China/Japan | South Korea | Elevated sourcing risk | Polyolefin microporous separator film; supply split Korea/Japan/China. |
| Copper Foil (anode current collector)China | China | Covered nation | Battery-grade electrodeposited copper foil; China-dominated. |
| pCAM (NMC precursor)China (CNGR / Huayou tier) | China | Covered nation | Precursor cathode active material via hydroxide co-precipitation of Ni/Co/Mn sulfates. China ~86% of global ternary precursor output. |
| Silicon WaferTaiwan/Japan/China | Taiwan | Elevated sourcing risk | Monocrystalline wafers for power semis; ~97% of silicon wafer production in China though device wafers may be allied. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Nickel Refiner (Class 1 / sulfate)China / Indonesia HPAL | China | Covered nation | Refines Indonesian nickel ore/MHP into battery-grade nickel sulfate; midstream China-controlled. |
| Cobalt RefinerChina | China | Covered nation | China refines ~2/3+ of world cobalt; processes DRC feedstock into cobalt sulfate. |
| Manganese Refiner (HPMSM)China | China | Covered nation | High-purity manganese sulfate refining concentrated in China. |
| Lithium Refiner (spodumene converter)China | China | Covered nation | Converts Australian spodumene concentrate to LiOH; Australia sends nearly all exports to China. |
| Spherical Graphite RefinerChina | China | Covered nation | Milling + acid purification of flake graphite to >99.9% coated spherical graphite; 100% in China. |
| Silicon Metal SmelterXinjiang / Yunnan / Sichuan | China | Covered nation | China ~79% of world silicon metal production; carbothermic smelting of quartz. |
| Gallium RefinerChina | China | Covered nation | Gallium extracted during Bayer alumina process; refining China-dominated. |
| Alumina Refinery / Aluminum SmelterChina | China | Covered nation | Bayer alumina refining + electrolytic smelting; China dominant, Guinea bauxite imports. |
| Copper Smelter / RefinerChina | China | Covered nation | Electrolytic copper refining; China dominant smelter, imports Chilean concentrate. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Nickel SulfateChina | China | Covered nation | Battery-grade nickel sulfate; midstream refining China/Indonesia-China. |
| Cobalt SulfateChina | China | Covered nation | Battery-grade cobalt sulfate; China largest cobalt refiner. |
| Manganese SulfateChina | China | Covered nation | High-purity manganese sulfate; China dominates HPMSM refining. |
| Lithium HydroxideChina | China | Covered nation | Battery-grade LiOH for high-nickel NMC; China refines majority of world lithium chemicals. |
| PolysiliconChina (Xinjiang/others) | China | Covered nation | Refined from silicon metal into semiconductor/solar-grade polysilicon; China dominant. |
| Gallium (GaN feedstock)China | China | Covered nation | Byproduct of alumina refining; China controls majority and imposed 2023 export controls. |
| Aluminum (ingot)China | China | Covered nation | Electrolytic aluminum for enclosures; China largest smelter, feeds gallium byproduct too. |
| Copper (cathode/rod)China | China | Covered nation | Refined copper for wiring, foil, busbars; China ~50% of world copper smelting. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Nickel MineSulawesi laterite mines | Indonesia | Elevated sourcing risk | Indonesia ~2/3 of global nickel mine output; much processing Chinese-owned/JV. |
| Cobalt MineKatanga copper-cobalt belt | Democratic Republic Of Congo | Elevated sourcing risk | DRC ~73% of global cobalt mine output; limited local refining, exported to China. |
| Manganese MineKalahari Manganese Field | South Africa | Elevated sourcing risk | South Africa leading manganese ore producer; refined into sulfate largely in China. |
| Lithium Mine (spodumene)Greenbushes, WA | Australia | Elevated sourcing risk | Greenbushes largest hard-rock lithium mine; Talison 51% Tianqi-controlled JV, concentrate ships to China. |
| Flake Graphite MineChina (Heilongjiang) / Africa | China | Covered nation | Natural flake graphite feedstock; China dominant miner and processor. |
| Silica / Quartz MineChina | China | Covered nation | Quartz/silica ore feedstock for silicon metal smelting. |
| Bauxite MineBoké region, Guinea | Guinea | Elevated sourcing risk | Guinea major bauxite exporter; much shipped to China for alumina refining. |
| Copper MineAtacama region, Chile | Chile | Elevated sourcing risk | Chile leading copper miner; concentrate exported to Chinese smelters. |
Research-based supply-chain map compiled from public sources - not an audited bill of materials. Tiers reflect the standard industry structure for this product. Sourcing risk on a node describes where that input is typically mined or refined; it is not a FEOC determination for SolarEdge Technologies, and it is not a screening result for the node itself unless a federal listing is cited against it. Verify against primary documentation before making a compliance determination.
Primary sources (3) - government, filings, standards bodies
Secondary sources (19) - trade press, analysts, reference works