Riding AI Infrastructure Boom, Tatung Enters US Renewable Energy and Power Grid Supply Chain

(CNA, Taipei, 19th, by reporter Pan Chih-yi) Tatung Company is capitalizing on power business opportunities in the AI era, participating in the major US power industry exhibition, IEEE PES T&D 2026. It not only successfully penetrated the North American market but also secured orders for a US solar farm, demonstrating its continuously expanding influence and order-winning capabilities in the global AI infrastructure wave. Tatung stated in a press release today that it has been deeply involved in the power transformer field for many years and has been actively expanding into the North American market recently. It had previously secured an order for a 345kV large-scale transformer for a US renewable energy project, with delivery expected in mid-2027. This time, at the IEEE exhibition in Chicago, the company fully showcased its product layout for the North American market for the first time, closing several deals on-site. These deals primarily focused on pad-mount and pole-type transformers, with customers including operators in renewable energy and power infrastructure, and shipments are scheduled successively from 2026 to 2027. Tatung expressed that as the global AI wave continues to advance, the core competition is gradually extending from 'computing power' to 'electric power.' As global tech giants accelerate the expansion of AI data centers, it has triggered a massive surge in demand for US power grid upgrades, renewable energy transition, and basic power equipment, making power infrastructure one of the most important strategic resources in the AI era. Tatung pointed out that its key exhibits this time were pad-mount and pole-type transformers designed for the US market's needs. The products focus on applications for AI data centers, renewable energy projects, and grid upgrades. With the rapid increase in electricity consumption by AI data centers, various US states have been accelerating the replacement of old grids in recent years, leading to substantial growth in the transformer market demand. Tatung explained that compared to the typical 18-month lead time for 345kV large-scale transformers, pad-mount and pole-type transformers can be mass-produced on assembly lines, with a lead time of about 3 to 6 months, offering advantages in rapid delivery and mass order intake. As the demand for AI infrastructure continues to heat up, the market's need for small and medium-sized power equipment is also expanding. This successful entry into the relevant market not only helps to complete its North American product line but also increases customers' willingness to purchase integrated solutions. Tatung stated that for its future North American market layout, besides continuing to pursue orders for 345kV-class large power transformers, it will also expand into the market for mass-produced transformers related to renewable energy and AI infrastructure. Tatung will further move towards turnkey projects and integrated solutions for power equipment.