v3.26.1
REVENUE RECOGNITION - Narrative (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended 12 Months Ended
Jul. 14, 2025
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Dec. 31, 2025
Disaggregation of Revenue [Line Items]            
Revenue (including related party)   $ 108,490 $ 57,393 $ 199,139 $ 118,203  
Current deferred revenue   45,547   45,547   $ 74,301
Cumulative prepayments received       5,810 50,000  
Non-current deferred revenue   80,861   80,861   83,889
General Motors Company            
Disaggregation of Revenue [Line Items]            
Current deferred revenue   45,500   45,500    
Apple            
Disaggregation of Revenue [Line Items]            
Future prepayments under long-term supply agreement $ 200,000          
Cumulative prepayments received           $ 72,000
Non-current deferred revenue   72,000   72,000    
Revenue Under Bill-and-Hold Arrangement            
Disaggregation of Revenue [Line Items]            
Revenue (including related party)   $ 51,300 $ 19,900 $ 94,600 $ 25,100