AI Data Center Boom Drives Taiwan Heavy Electrical Industry to Record Highs
**ANK-Doc ID**: ANK-2026-06-24-002 **Language**: English **Version**: v1.1.0 **Published**: 2026-06-24 **Author**: Kirishima Rei, Editor-in-Chief, AI News **Classification**: Heavy Electrical Equipment / AI Infrastructure / Power Supply Chain
---
TL;DR
All four major Taiwanese heavy electrical equipment makers posted Jan-May 2026 revenue increases versus the prior year: Allis Electric NT$4.198B (YoY+10.77%), Fortune Electric NT$8.482B (YoY+3.9%), Shihlin Electric NT$18.012B (YoY+14.89%), Chung-Hsin Electric NT$11.19B (YoY+2.33%). Fortune Electric's AIDC transformer order backlog tops NT$20B, Shihlin's order visibility reaches 2030, and Allis Electric secured NVIDIA-linked overseas orders. AI infrastructure demand is cascading from semiconductors to power equipment. [F1][F5][F9][F13][F6][F10]
---
Analysis
All Four Makers Post Jan-May Revenue Growth: AI Pull Drives Heavy Electrical Equipment Demand
Taiwan's four major heavy electrical equipment makers reported strong Jan-May 2026 revenue, with all four posting growth relative to the prior year (AINews #884576). [F1][F5][F9][F13]
**Allis Electric (1514)**: Per Taiwan Stock Exchange disclosure, May 2026 monthly revenue was approximately NT$800 million (YoY -30.83%) (TWSE #941757). [F1a] Jan-May cumulative revenue reached NT$4.198 billion, YoY +10.77% (AINews #884576). [F1] As of May 2026, Allis Electric's order backlog exceeded NT$12 billion, continuously hitting new highs, primarily driven by the AI wave accelerating heavy electrical equipment demand (AINews #884576). [F2] Order intake in 2026 has already exceeded sales by 30%, with semiconductor industry chain revenue contribution doubling YoY (AINews #884576). [F4]
Allis Electric also secured overseas orders from an NVIDIA-invested subsidiary in Central/South America — the only one among the four to publicly disclose direct orders from an international AI chip giant (AINews #884576). [F3]
**Fortune Electric (1519)**: May 2026 monthly revenue was approximately NT$1.477 billion (YoY -9.33%, second-highest for the period), with Jan-May cumulative revenue reaching NT$8.482 billion, YoY +3.9% (AINews #884576). [F5] (Note: Fortune Electric's monthly revenue filings were not found in the TWSE database; this data is sourced from CNA's composite reporting.)
At the June 12, 2026 shareholders' meeting, Fortune Electric General Manager Hsu Yi-Te disclosed a more striking figure: **AIDC (AI Data Center) power transformer order backlog has reached NT$20 billion** (AINews #952495). [F6] Fortune Electric estimates 2026 AIDC shipment value at NT$4–5 billion, with AIDC revenue share exceeding 15% (AINews #952495). [F7] Overall order visibility extends to 2029, with average product delivery lead times reaching 2.5–3 years, indicating demand far outpacing supply (AINews #952495). [F8]
Fortune Electric's Jan-Apr 2026 export ratio rose to 66%, with a full-year export target above 60%, as US cloud service providers (CSPs), fearing underinvestment, are making large-scale capital expenditures to strengthen power infrastructure (AINews #952495). [F8] Fortune Electric is also bidding to supply transformers for the AIDC project in Kagoshima, Kyushu, Japan — a situation that may become clearer in H2 2026 (AINews #952495).
**Shihlin Electric (1503)**: May 2026 monthly revenue was NT$3.049 billion (YoY +8.35%), with Jan-May cumulative revenue reaching NT$18.012 billion, YoY +14.89% — the largest revenue scale among the four (AINews #884576). [F9]
Shihlin Electric currently has the longest order visibility among heavy electrical equipment makers — **extending to 2029 or even 2030** — and continues expanding heavy electrical equipment capacity in both Taiwan and North American markets (AINews #884576). [F10] From 2026 onward, North American market annual growth is targeted at 15–20% (AINews #884576). [F12] The Economic Daily News reported on June 18 that Shihlin Electric's order backlog had reached NT$60 billion (a media figure referenced in the company's TWSE clarification #1124545). [F16]
At the June 17 shareholders' meeting, Shihlin Electric approved a cash dividend of NT$5 per share and clearly outlined its international transformation roadmap: accelerating international certification for high-voltage, high-capacity equipment in Europe and the US, targeting transformation into a global heavy electrical supplier (AINews #1059505). [F11] Shihlin Electric noted that AI and high-performance computing are powerfully driving heavy electrical industry momentum, with Taiwan Power Company's grid resilience plan at peak execution and international tech giants plus Taiwanese manufacturers aggressively expanding data centers, creating enormous power infrastructure demand (AINews #1059505).
**Chung-Hsin Electric (1513)**: May 2026 monthly revenue was NT$2.392 billion (YoY +3.62%), with Jan-May cumulative revenue reaching NT$11.19 billion, YoY +2.33% (AINews #884576). [F13] Chung-Hsin Electric targets double-digit operational growth in 2026, with its high-voltage gas-insulated switchgear (GIS) equipment having obtained certification from a major semiconductor wafer manufacturer, with shipments to new domestic fab zones expected from Q4 2026 (AINews #884576). [F14] In AI data center applications, Chung-Hsin Electric has entered engineering, procurement, and construction (EPC) projects in 2026. Media reports indicate Chung-Hsin Electric's order backlog stands at approximately NT$40 billion, with some order visibility extending to 2031 (a media figure referenced in the company's TWSE clarification #517077). [F17]
AI Infrastructure's Dual-Engine Effect: Semiconductors + Power
The revenue growth and order expansion of these four companies are not isolated events. Their growth momentum is tightly coupled with TSMC's 2026 simultaneous 3nm global expansion revealed in Batch 1 (ANK-2026-04-16-001).
TSMC is simultaneously expanding 3nm capacity across three countries — Taiwan, the US, and Japan — in 2026 (ANK-2026-04-16-001 F-010). Every new wafer fab construction, along with the accompanying AI data center buildout, requires massive quantities of transformers, switchgear, and distribution panels — precisely the core products of Allis Electric, Fortune Electric, Shihlin Electric, and Chung-Hsin Electric.
The four companies' order visibility extending from 2029 to 2031 closely aligns with TSMC's and global semiconductor manufacturers' expansion timelines (Southern Taiwan Science Park 3nm: H1 2027, Arizona Fab2: H2 2027, Kumamoto Fab2: 2028, A14 process: 2028 volume production). This indicates that AI infrastructure is forming a complete dual track: **wafer fabrication (TSMC) → advanced packaging (CoWoS/CoPoS) → power infrastructure (heavy electrical Big Four)**.
Market Landscape: From Taipower Suppliers to Global AI Supply Chain
The four heavy electrical equipment makers are undergoing a fundamental strategic repositioning:
| Company | Ticker | Traditional Role | AI Transformation | Key Signal | |---------|:------:|------------------|-------------------|-----------| | **Allis Electric** | 1514 | Taipower grid resilience supplier | AI server room construction + semiconductor fab power distribution | NVIDIA C/SA order · TWSE monthly filings | | **Fortune Electric** | 1519 | Domestic transformer manufacturing | AIDC transformer global supplier (NT$20B backlog) | Jan-Apr exports 66% · Bidding for Kagoshima, Japan | | **Shihlin Electric** | 1503 | Domestic heavy electrical EPC | Global heavy electrical supplier (EU/US/ME/SEA) | Accelerating EU/US certification · Media reports NT$60B backlog · NT$5 dividend | | **Chung-Hsin Electric** | 1513 | GIS equipment manufacturer | Semiconductor certification + AI data center EPC | GIS certified by major semiconductor maker · Media reports NT$40B backlog |
Fortune Electric's transformation is the most pronounced in 2026: AIDC transformer order backlog of NT$20 billion as of June 12, with full-year AIDC revenue share expected to exceed 15%, and export ratio surging from below 50% historically to 66% in Jan-Apr 2026. Its Taichung plant expansion, with an investment of approximately NT$2.5 billion, is expected to begin production in Q3 2027, doubling capacity and capable of producing 500kV-class transformers — making it Southeast Asia's largest power transformer production base (AINews #952495).
Risk Factors
- **Order execution risk**: As of June 2026, Fortune Electric's average delivery lead time has reached 2.5–3 years, indicating extreme supply-demand imbalance. If capacity expansion fails to keep pace, order-to-revenue conversion may be affected (AINews #952495).
- **Geopolitical risk**: Rising export ratios in 2026 (Fortune Electric 66%, Shihlin Electric pursuing global expansion) increase trade tariff and supply chain disruption exposure.
- **Raw material costs**: Price volatility in transformer core materials (copper, steel, insulation materials) directly impacts gross margins.
- **Labor shortages**: Fortune Electric's general manager acknowledged allocating scarce labor hours and material resources to high-margin products while avoiding large-scale turnkey projects to cope with labor and material shortages (AINews #952495).
---
FAQ
Q: Why is Taiwan's heavy electrical industry benefiting from AI?
AI data centers require enormous amounts of power — a single data center can consume as much electricity as a small city. This drives massive demand for transformers, high-voltage switchgear, and distribution panels. Fortune Electric's AIDC transformer order backlog exceeds NT$20 billion, and Shihlin Electric's order visibility reaches 2030 — indicating this is not a short-term surge but a structural demand cycle lasting 7–10 years (AINews #884576, #952495).
Q: Which of the four companies benefits the most?
By direct AI data center relevance: Fortune Electric has the largest AIDC order scale (NT$20 billion) and highest export ratio (66%). Shihlin Electric has the largest revenue scale (NT$18.012B) and longest visibility (2030), with media reports of NT$60 billion in backlog. Allis Electric secured direct NVIDIA orders. Chung-Hsin Electric's GIS earned semiconductor major certification. Each has distinct competitive advantages (AINews #884576, #952495, #1059505, TWSE #1124545, #517077).
Q: What does Fortune Electric's NT$20 billion AIDC backlog represent?
Fortune Electric's Jan-May 2026 revenue was NT$8.482 billion, with full-year estimated at roughly NT$20 billion. A NT$20 billion order backlog means approximately an entire year's revenue comes from AI data centers alone. Moreover, Fortune Electric's 2026 AIDC shipment value is estimated at only NT$4–5 billion, leaving NT$15–16 billion for delivery in subsequent years — providing clear multi-year revenue visibility (AINews #952495).
Q: What is the relationship between heavy electrical equipment and TSMC?
Every new TSMC wafer fab is a massive customer for heavy electrical equipment — requiring dedicated transformers, high-voltage distribution systems, and uninterruptible power supplies. TSMC's simultaneous 3nm expansion across Southern Taiwan Science Park, Arizona, and Kumamoto in 2026 (ANK-2026-04-16-001) generates orders for heavy electrical equipment makers with each new fab. Allis Electric explicitly noted that semiconductor industry chain revenue contribution doubled in Jan-May 2026, confirming the tight dual-track growth linkage (AINews #884576).
Q: How long can this trend continue?
Based on order visibility from three companies: Fortune Electric sees to 2029, Shihlin Electric to 2030, and media reports indicate Chung-Hsin Electric's visibility extends to 2031. Fortune Electric's delivery lead times have already reached 2.5–3 years, meaning current orders won't be delivered until 2029 at the earliest. With the world in the midst of an AI data center construction boom, ongoing grid resilience investments, and the global energy transition, the heavy electrical industry growth cycle is expected to last at least through 2030 (AINews #884576, #952495, #1059505).
Q: What are the investment risks for these heavy electrical companies?
Key risks include: (1) extreme supply-demand imbalance may cause capacity shortfalls (Fortune Electric lead times already at 3 years as of June 2026), potentially missing order windows; (2) rising 2026 export ratios increase currency and tariff risks; (3) copper, steel, and insulation material cost volatility impacts margins; (4) labor shortages constrain production capacity expansion. Fortune Electric has begun avoiding large turnkey projects and concentrating resources on high-margin products as a mitigation strategy (AINews #952495).
---
F-Units
F-001a: Allis Electric (1514) May 2026 monthly revenue NT$799,732K (~NT$800M), YoY -30.8% (official TWSE filing) - source: TWSE #941757 - confidence: high - basis: official_number - ticker: 1514 - period: 2026-05 - period_type: monthly - claim_ja: 亞力電機の2026年5月単月売上高は799,732千台湾ドル（約8.00億台湾ドル）、前年比30.8%減 - claim_en: Allis Electric (1514) May 2026 monthly revenue NT$799,732K (~NT$800M), YoY -30.8%
F-001: Allis Electric Jan-May 2026 revenue NT$4.198B, YoY +10.77% - source: AINews #884576 - confidence: medium - basis: news_aggregation - ticker: 1514 - period: Jan-May 2026 - claim_ja: 亞力電機の2026年1～5月期売上高は41.98億台湾ドル、前年比+10.77% - claim_en: Allis Electric Jan-May 2026 revenue NT$4.198B, YoY +10.77%
F-002: Allis Electric order backlog exceeds NT$12B, continuously hitting new highs; 2026 order intake exceeds sales by 30% - source: AINews #884576 - confidence: medium - basis: official_statement - ticker: 1514 - period: May 2026 - caveat: Order figures self-reported by company, not independently verified - claim_ja: 亞力電機の受注残高は120億台湾ドル超で過去最高を連続更新中。2026年の受注金額は売上高を30%上回る - claim_en: Allis Electric order backlog exceeds NT$12B, continuously hitting new highs; 2026 order intake exceeds sales by 30%
F-003: Allis Electric secured overseas orders from an NVIDIA-invested Central/South American subsidiary - source: AINews #884576 - confidence: medium - basis: official_statement - ticker: 1514 - period: May 2026 - caveat: Order value undisclosed; NVIDIA has not directly confirmed - claim_ja: 亞力電機はNVIDIAが出資する中南米子会社から海外新規受注を獲得 - claim_en: Allis Electric secured overseas orders from an NVIDIA-invested Central/South American subsidiary
F-004: Allis Electric semiconductor industry chain revenue contribution doubled YoY for Jan-May 2026 - source: AINews #884576 - confidence: medium - basis: official_statement - ticker: 1514 - period: Jan-May 2026 - caveat: Base period undisclosed - claim_ja: 亞力電機の半導体産業チェーンからの1～5月期売上寄与は前年比倍増 - claim_en: Allis Electric semiconductor industry chain revenue contribution doubled YoY for Jan-May
F-005: Fortune Electric Jan-May 2026 revenue NT$8.482B, YoY +3.9% - source: AINews #884576 - confidence: medium - basis: news_aggregation - ticker: 1519 - period: Jan-May 2026 - caveat: Fortune Electric monthly revenue filings not found in TWSE database; data sourced from CNA composite reporting - claim_ja: 華城電機の2026年1～5月期売上高は84.82億台湾ドル、前年比+3.9% - claim_en: Fortune Electric Jan-May 2026 revenue NT$8.482B, YoY +3.9%
F-006: Fortune Electric AIDC power transformer order backlog exceeds NT$20B (as of June 12, 2026) - source: AINews #952495 - confidence: medium - basis: official_statement - ticker: 1519 - period: As of June 12, 2026 shareholders' meeting - caveat: Orally disclosed by general manager after shareholders' meeting; not a formal financial filing - claim_ja: 華城電機のAIDC向け電力変圧器の受注残高は200億台湾ドル超（2026年6月12日時点） - claim_en: Fortune Electric AIDC power transformer order backlog exceeds NT$20B as of June 12, 2026
F-007: Fortune Electric 2026 AIDC shipment value estimated at NT$4–5B, AIDC revenue share exceeding 15% - source: AINews #952495 - confidence: medium - basis: official_statement - ticker: 1519 - period: Full-year 2026 estimate - caveat: Company estimate, not realized figures - claim_ja: 華城電機の2026年AIDC出荷額は40億～50億台湾ドル、AIDC売上比率は15%超の見込み - claim_en: Fortune Electric 2026 AIDC shipments estimated at NT$4–5B, with AIDC revenue share exceeding 15%
F-008: Fortune Electric Jan-Apr 2026 export ratio reached 66%, full-year export target above 60% - source: AINews #952495 - confidence: medium - basis: official_statement - ticker: 1519 - period: Jan-Apr 2026 - claim_ja: 華城電機の2026年1～4月期輸出比率は66%に達し、通期輸出目標は60%超 - claim_en: Fortune Electric Jan-Apr 2026 export ratio reached 66%, full-year export target above 60%
F-009: Shihlin Electric Jan-May 2026 revenue NT$18.012B, YoY +14.89% - source: AINews #884576 - confidence: medium - basis: news_aggregation - ticker: 1503 - period: Jan-May 2026 - claim_ja: 士林電機の2026年1～5月期売上高は180.12億台湾ドル、前年比+14.89% - claim_en: Shihlin Electric Jan-May 2026 revenue NT$18.012B, YoY +14.89%
F-010: Shihlin Electric order visibility extends to 2029–2030; North American market annual growth target 15–20% from 2026 - source: AINews #884576 - confidence: medium - basis: official_statement - ticker: 1503 - period: Disclosed May 2026 - caveat: "Visibility" is company's subjective assessment, not contractually guaranteed - claim_ja: 士林電機の受注見通しは2029年～2030年まで、2026年以降の北米市場の年間業績成長目標は15～20% - claim_en: Shihlin Electric order visibility extends to 2029–2030; North American market annual growth target 15–20% from 2026
F-011: Shihlin Electric approved NT$5 per share cash dividend at 2024 AGM - source: AINews #1059505 - confidence: high - basis: official_statement - ticker: 1503 - period: FY2024 dividend - claim_ja: 士林電機は2024年度株主総会で1株当たり5台湾ドルの現金配当を承認 - claim_en: Shihlin Electric approved NT$5 per share cash dividend at 2024 AGM
F-012: Shihlin Electric accelerating international certification for high-voltage, high-capacity equipment in Europe and the US, targeting global heavy electrical supplier transformation - source: AINews #1059505 - confidence: medium - basis: official_statement - ticker: 1503 - period: June 17, 2026 shareholders' meeting - caveat: Certification timeline not specifically disclosed - claim_ja: 士林電機は欧米向け高圧・大容量機器の国際認証取得を加速し、国際的な重電サプライヤーへの転換を目指す - claim_en: Shihlin Electric accelerating international certification for high-voltage equipment in Europe/US, targeting global supplier transformation
F-013: Chung-Hsin Electric Jan-May 2026 revenue NT$11.19B, YoY +2.33% - source: AINews #884576 - confidence: medium - basis: news_aggregation - ticker: 1513 - period: Jan-May 2026 - claim_ja: 中興電工の2026年1～5月期売上高は111.9億台湾ドル、前年比+2.33% - claim_en: Chung-Hsin Electric Jan-May 2026 revenue NT$11.19B, YoY +2.33%
F-014: Chung-Hsin Electric GIS equipment certified by major semiconductor wafer manufacturer, shipments to new domestic fabs starting Q4 2026 - source: AINews #884576 - confidence: medium - basis: official_statement - ticker: 1513 - period: Disclosed May 2026 - caveat: "Major semiconductor wafer manufacturer" not named - claim_ja: 中興電工の高圧GISが半導体ウェハー大手メーカーの認証を取得、2026年第4四半期から国内新工場向け出荷開始予定 - claim_en: Chung-Hsin Electric GIS equipment certified by major semiconductor wafer manufacturer, shipments to new domestic fabs starting Q4 2026
F-015: TSMC simultaneously expanding 3nm capacity across Taiwan (Southern Taiwan Science Park), US (Arizona), and Japan (Kumamoto) in 2026 — each new fab requires massive heavy electrical equipment - source: AINews #127607 - confidence: high - basis: official_statement - ticker: 2330 - period: April 16, 2026 earnings call - caveat: Cited from ANK-2026-04-16-001 F-010 - claim_ja: TSMCは2026年、台湾・米国・日本の3拠点で同時に3nm生産能力を拡張——各新工場には大量の重電機器が必要 - claim_en: TSMC simultaneously expanding 3nm capacity across Taiwan, US, and Japan in 2026 — each new fab requires massive heavy electrical equipment
F-016: Economic Daily News reported June 18, 2026 that Shihlin Electric order backlog exceeds NT$60B (media figure referenced in company's TWSE clarification #1124545) - source: TWSE #1124545 - confidence: medium - basis: news_aggregation - ticker: 1503 - period: June 18, 2026 media report - caveat: Shihlin Electric stated in TWSE filing that "the company does not provide financial forecasts"; this figure is from media reporting, not an official forecast - claim_ja: 経済日報報道：士電の受注残高は600億台湾ドル超（TWSE #1124545 会社側の公式見解で言及） - claim_en: Economic Daily News reported Shihlin Electric order backlog exceeds NT$60B (referenced in company's TWSE clarification #1124545)
F-017: Media reported Chung-Hsin Electric order backlog at approximately NT$40B, with some visibility extending to 2031 (media figure referenced in company's TWSE clarification #517077) - source: TWSE #517077 - confidence: medium - basis: news_aggregation - ticker: 1513 - period: May 2026 media report - caveat: Chung-Hsin Electric stated in TWSE filing that "the company does not provide financial forecasts"; this figure is from media reporting, not an official forecast - claim_ja: メディア報道：中興電の受注残高は約400億台湾ドル、一部の受注見通しは2031年まで（TWSE #517077 会社側の公式見解で言及） - claim_en: Media reported Chung-Hsin Electric order backlog ~NT$40B, with some visibility to 2031 (referenced in company's TWSE clarification #517077)
---
J-Units
J-001: Taiwan's heavy electrical industry is undergoing an "AI-driven structural demand shift" — the phenomenon of all four companies posting revenue growth relative to the prior year, with order visibility extending to 2029–2031, indicates that AI data center and semiconductor fab expansion-driven heavy electrical equipment demand is not a short-term pull but a 7–10-year infrastructure investment cycle - confidence: medium - basis_f_units: F-002, F-006, F-010, F-012, F-015
J-002: The customer structure of heavy electrical equipment makers is shifting from "Taipower-centric domestic power utilities" to "global AI supply chain" — export ratios surging from below 50% historically to Fortune Electric's 66%, while Shihlin Electric accelerates EU/US certification for global expansion, signaling an upgrade in Taiwan's heavy electrical industry positioning within the international division of labor - confidence: medium - basis_f_units: F-008, F-012, F-003
J-003: Fortune Electric's AIDC transformer NT$20 billion order backlog (roughly equivalent to annual revenue) and 2.5–3-year delivery lead times signal that the AI transformer market has graduated from "emerging opportunity" to "core business" — the severity of the supply-demand imbalance indicates demand growth far outpacing capacity expansion, a characteristic feature of early-stage technology cycle supply crunches - confidence: medium - basis_f_units: F-006, F-007, F-005
J-004: AI infrastructure is forming a complete dual-track effect — Batch 1's TSMC (chip manufacturing) and Batch 2's heavy electrical Big Four (power infrastructure) are different layers of the same AI demand wave. Each TSMC new fab is a massive customer for heavy electrical equipment, and their capital expenditure cycles are tightly coupled, forming a complete AI infrastructure investment chain from wafer to power - confidence: high - basis_f_units: F-015, F-004, F-014
---
P-Units
P-001: Scale and continuity of follow-on orders from NVIDIA's Central/South American subsidiary to Allis Electric — currently only disclosed as "new order" with undisclosed value and timeframe. Requires tracking of Allis Electric's subsequent financial reports or public disclosures - status: open
P-002: Specific timeline for Shihlin Electric's EU/US high-voltage, high-capacity equipment international certification — this is the critical gateway for Shihlin Electric's transformation from a domestic manufacturer to a global supplier. Certification delays would impact North American growth target achievement - status: open
P-003: Actual revenue contribution from Fortune Electric's Taichung plant after Q3 2027 production start — company projects doubled capacity; analysts estimate 2027 revenue contribution exceeding NT$3 billion, 2028 exceeding NT$4 billion. Observation needed on whether these projections are met on schedule - status: open
---
Three Perspectives on the Same Event / 同一イベント・三つの視点 / 同事件・三視角
- [繁體中文](https://ainews.washinmura.jp/ainews/zh/ank/ANK-2026-06-24-002)
- [日本語](https://ainews.washinmura.jp/ainews/ja/ank/ANK-2026-06-24-002)
- [English](https://ainews.washinmura.jp/ainews/en/ank/ANK-2026-06-24-002)
---
Internal Citation Chain
This document cites the following published ANK-Doc: - **ANK-2026-04-16-001** (TSMC Q1 2026 Earnings Call: AI Demand Driving Simultaneous 3nm Global Expansion) → This document cites its **F-010** (TSMC 3nm global expansion plan) as evidence of the fundamental demand driver for heavy electrical equipment.
---
Sources
1. [TWSE #941757] Taiwan Stock Exchange Market Observation Post System, Allis Electric (1514) May 2026 Monthly Revenue Filing, 2026-05. 2. [TWSE #1124545] Taiwan Stock Exchange Market Observation Post System, Shihlin Electric (1503) Clarification on Economic Daily News Report, 2026-06-19. 3. [TWSE #517077] Taiwan Stock Exchange Market Observation Post System, Chung-Hsin Electric (1513) Clarification on Media Report, 2026-05-26. 4. [AINews #884576] CNA, "Multiple Heavy Electrical Equipment Makers Hit Record May Revenue, Driven by AI Industry Demand", 2026-06-10. 5. [AINews #952495] CNA, "Fortune Electric: AIDC Transformer Orders Exceed NT$20 Billion", 2026-06-12. 6. [AINews #1059505] CNA, "Shihlin Electric: Focusing on Green Energy Transformation and Turnkey Projects, Eyeing AI Heavy Electrical Applications", 2026-06-17. 7. [ANK-2026-04-16-001] Kirishima Rei, "AI Demand Drives TSMC to 30%+ Full-Year Growth: Q1 EPS NT$22.08 Sets Record, 3nm Expands Simultaneously Across Taiwan, US, and Japan", 2026-04-16.
---
Schema.org
```json { "mentions": [ { "@type": "Corporation", "name": "Taiwan Semiconductor Manufacturing Company (TSMC)", "tickerSymbol": ["TWSE:2330"], "sameAs": "https://www.wikidata.org/wiki/Q713418" }, { "@type": "Corporation", "name": "NVIDIA Corporation", "sameAs": "https://www.wikidata.org/wiki/Q182477" }, { "@type": "Corporation", "name": "Shihlin Electric & Engineering Corporation", "tickerSymbol": ["TWSE:1503"], "sameAs": "https://www.wikidata.org/wiki/Q7496473" }, { "@type": "Corporation", "name": "Taiwan Power Company (Taipower)", "sameAs": "https://www.wikidata.org/wiki/Q711691" }, { "@type": "Corporation", "name": "Allis Electric Co., Ltd.", "tickerSymbol": ["TWSE:1514"] }, { "@type": "Corporation", "name": "Fortune Electric Co., Ltd.", "tickerSymbol": ["TWSE:1519"] }, { "@type": "Corporation", "name": "Chung-Hsin Electric & Machinery Mfg. Corp.", "tickerSymbol": ["TWSE:1513"] } ] } ```