January 24, 2026 - As global AI computing demand surges and energy transition accelerates, the supply of traditional transformers is in severe shortage, with leading Chinese manufacturers' orders scheduled beyond 2027. The crisis stems from traditional transformers' reliance on scarce materials, long production cycles, and inability to adapt to the current DC-dominated power system, with their energy loss accounting for 25% to 45% of the total grid energy loss.
    Against this backdrop, solid-state transformers (SST) have become the key solution. Leveraging third-generation semiconductor technologies like silicon carbide, SST boasts an efficiency of 98.5%, with a volume only one-third of traditional equipment, and can directly realize AC-DC conversion. Chinese enterprises have taken the lead in industrialization: XD Electric delivered multiple high-power SSTs for the "East Data West Computing" project, and Weiguang Energy shipped over 100 SSTs in 2025. Companies such as Sifang Electric and Jinpan Technology are also accelerating R&D and demonstration projects.
    While global electrical giants are rushing to deploy, China is expected to take a leading position in this power equipment competition by virtue of its diversified application scenarios and full industrial chain advantages.

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