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BALANCE SHEET COMPONENTS - Summary of Balance Sheet Components (Details) - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Inventories:    
Raw materials and manufacturing supplies $ 62,690 $ 65,872
Work in process 494 286
Finished goods 66,955 50,189
Total inventories 130,139 116,347
Prepaid Expenses and Other Current Assets:    
Advance to vendors 118 2,471
Prepaid insurance 1,098 3,667
Prepaid value-added taxes 1,947 2,552
Income tax receivable 0 11,091
Other 3,517 3,392
Total prepaid expenses and other current assets 6,680 23,173
Property, Plant and Equipment:    
Total property, plant and equipment, gross 119,937 95,915
Less: accumulated depreciation (38,383) (31,138)
Total property, plant and equipment, net 81,554 64,777
Accrued Expenses and Other Current Liabilities:    
Accrued bonus 6,831 6,216
Accrued salaries 2,948 1,514
Accrued employee benefits 1,350 1,381
Accrued interest 16,262 8,448
Accrued purchases 6,825 2,558
Accrued taxes 26,220 3,185
Operating lease liabilities 3,670 2,677
Finance lease liabilities 751 732
Other 7,018 3,739
Total accrued expenses and other current liabilities 71,875 30,450
Buildings    
Property, Plant and Equipment:    
Total property, plant and equipment, gross 4,077 3,912
Leasehold improvements    
Property, Plant and Equipment:    
Total property, plant and equipment, gross 3,253 2,975
Furniture and fixtures    
Property, Plant and Equipment:    
Total property, plant and equipment, gross 569 584
Machinery and equipment    
Property, Plant and Equipment:    
Total property, plant and equipment, gross 97,288 74,406
Vehicles    
Property, Plant and Equipment:    
Total property, plant and equipment, gross 4,635 4,317
Construction in progress    
Property, Plant and Equipment:    
Total property, plant and equipment, gross $ 10,115 $ 9,721