Transformer
Electrical machine that steps voltage between grid, distribution, and rack levels; among the longest-lead-time items in a build and a frequent schedule gate.
Also written as: Transformers
Context: Parts 2, 3, 4, 5, 6, 11, 12, 13, 14, 15, 16
Current numbers
P50: week 60; P90: week 68; latest release: week 2Cedar productive-date confidence and transformer release
3–4 yrUS generator step-up (GSU) transformer lead time (SemiAnalysis, June 25, 2026)
>160 wkUS substation-transformer lead time: Wood Mackenzie assessment reported May 2026; often the energization schedule's long pole