We Missed How Big This Market Really Was | Jim Cai, JSHP Transformer USA

The transformer shortage isn’t slowing down — and JSHP Transformers USA isn’t waiting for the market to catch up.

At the 2026 IEEE PES T&D Show in Chicago, APC Media’s Alan Ross sat down with Jim Cai, General Manager of North America at JSHP Transformers USA, for a frank conversation about where the transformer market is headed — and why JSHP’s scale puts them in a position few manufacturers
in the world can match.

🔑 Key Takeaways:

• JSHP’s product range spans single-phase 10 KVA all the way to 850 KV / 1,000 MVA — and they’ve delivered every size
• Nearly 100 new transformer factories have been built globally in recent years — the market is at or near peak, with a plateau expected within 5 years
• AI data centers have fundamentally changed transformer demand worldwide — driving orders JSHP is uniquely positioned to fulfill quickly
• JSHP recently delivered a 765 KV GSU transformer to Ohio in under one year — as the US rebuilds its high-voltage backbone
• Jim’s unfair competitive advantage: mass-producing large power transformers at 2–3 units per day for 25 years — a scale no competitor has replicated
• Jim serves on the IEEE Transformer Committee covering power, distribution, and underground network transformers

Guest: Jim Cai | General Manager – North America, JSHP Transformers USA