## Growing Demand for Transformers in the US The US transformer market is experiencing a period of strong expansion, driven by the increasing demand for energy for artificial intelligence applications and the need to modernize obsolete grid infrastructure. Domestic production is struggling to keep pace, making the United States heavily dependent on imports. ## Opportunities for Taiwanese Suppliers In this scenario, Taiwanese companies such as Fortune Electric and Nan Ya are ideally positioned to increase their deliveries in the US market. Market sources suggest that American customers may offer incentives for early deliveries, rewarding suppliers who can meet or accelerate delivery times. ## General Context Modernizing electrical grids is a global priority, with massive investments planned in the coming years. The increase in energy demand, due both to population growth and the electrification of transport and the expansion of data centers, requires strengthening existing infrastructure and building new, more efficient and resilient networks.