| Summary of Balance Sheet Components |
A summary of certain balance sheet components as of September 30, 2026 and December 31, 2025 were as follows: | | | | | | | | | | | | | As of | | September 30,
2026 | | December 31,
2025 | | (In thousands) | | Inventories: | | | | | Raw materials | $ | 323,029 | | | $ | 245,487 | | Work-in-process | 991 | | | 14,665 | | | Finished goods | 124,804 | | | 43,393 | | Inventories | $ | 448,824 | | | $ | 303,545 | | | | | | | Other assets: | | | | | Long-term investments | $ | 145,037 | | | $ | 67,517 | | | ROU lease assets | 221,483 | | | 175,964 | | | Other long-term assets | 393,140 | | | 337,891 | | | Other assets | $ | 759,660 | | | $ | 581,372 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Other long-term liabilities: | | | | | Operating lease liabilities | $ | 179,275 | | | $ | 136,289 | | Deferred income taxes | 347,500 | | | 47,997 | | Other accrued liabilities | 233,608 | | | 223,243 | | | Other long-term liabilities | $ | 760,383 | | | $ | 407,529 | |
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