Sungrow: Overseas CSP manufacturers have a high degree of recognition for the company's SST products, and it is expected that small batch prototypes and experimental verification will be the main focus by 2026.
Sungrow stated in the investor relations activity record that Solid State Transformer (SST) has become an inevitable trend, mainly due to the fundamental challenge posed by the surge in AI computing power to data center power supply architecture. SST can eliminate the loss of intermediate multiple transformations and is the optimal solution for supporting the continuous expansion of AI computing power. Overseas CSP vendors have a high level of recognition for the company's SST products, and the company will strengthen its experimental facility construction in the future to enhance recognition and solidify reliability. The company has communicated with leading cloud vendors in North America to jointly define product specifications. It is expected that in 2026, small batches of prototypes and test validations will be the main focus, with on-site testing carried out in collaboration with leading customers. In 2027, bulk orders are expected to start, with scale-up development starting in 2028 and beyond to meet the expansion demand of new generation computing chips.
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