Four of Taiwan’s biggest makers of electric-grid equipment, like transformers, switchboards, and Gas Insulated Switchgear (GIS), say business is booming and order visibility stretches out to 2029 to meet AI-related power needs, including for data centers and chip factories, media report, with the most optimistic, Fortune Electric, forecasting growth over the next 5 to 10 years due in part to strong orders from US utilities. The four are all operating at full capacity and have secured orders 3 to 5 years out. The other 3 are: Shihlin Electric, Chung-Hsin Electric (CHEM), Allis Electric. #semiconductors #transformers
Source: Dan Nystedt
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
