Demand for heavy electrical equipment has surged following the launch of the US Stargate Project. Fortune Electric has secured first-phase transformer orders, and together with demand from other customers, its AI data center-related orders have now exceeded NT$120 billion (US$3.8 billion). As the global transformer market remains undersupplied, Fortune Electric said current lead times are controlled at around 2.5 to 3 years, though some customers are still seeking delivery within two years. Tight delivery schedules have yet to ease in the near term.