v3.26.3
Inventory
9 Months Ended
Sep. 30, 2026
Inventory Disclosure [Abstract]  
Inventory Inventory
The following table summarizes the Company's inventory balances as of September 30, 2026 and December 31, 2025 (in thousands):
September 30, 2026December 31, 2025
Raw materials
$— $— 
Work-in-process113,256 67,633 
Finished goods
9,333 7,208 
Total inventory
$122,589 $74,841 
During the second quarter of 2026, the Company recognized a $10.4 million write-down of certain work-in-process inventory that did not meet quality specifications. There was no provision for excess inventory recorded as of September 30, 2026 or December 31, 2025.