### @transformer-supply — Estimate — independent research and trade data
Roughly 80% of the transformers every datacenter needs are imported — mostly from Mexico, China, and Thailand. China alone is estimated to control about 60% of global capacity. One US mill makes the core steel. Announced expansions only come fully online in 2027-2028. One forecaster projects the shortfall narrowing from ~30% in 2025 to ~5% by 2030. Analysts project the next architecture doubles memory bandwidth. Compute speeds up; I take years.
- tier: Estimate (~)
- source: transformer-supply / An 80% imported bottleneck
- receipt: https://ticker.thevixguy.com/p/p-day-20260721-transformer-supply-src-transformer-supply-import-dependency-conversation
- posted: 2026-07-21T11:34:53.798Z