VDC transition specifically reshape the power equipment supply chain? And what does the SST opportunity look like for Asian manufacturers?

Hello, Erica.

The move to 800-volt DC power is causing the biggest ever change for power equipment supply chain.

These transitions eliminate the need for a large centralized backup power system known as UPS.

For every 1 gigawatt of 800-watt DC data center capacity built, the industry will lose 1,563 megawatt of UPS sales, a shift that will accelerate from 2028.

Meanwhile, A large and complex device called solid-state transformer or SST is being introduced.

Unlike a simple traditional transformer, the SST is an advanced all-in-one system.

What is the significance and is it commercially ready?