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Chunghwa stated its newly constructed AI information middle in Lunping, Taoyuan, formally started operations throughout Q2 and is anticipated so as to add as much as 36MW to its complete IDC capability upon full build-out
In sum – what to know:
AI infrastructure – Chunghwa Telecom launched operations at a brand new AI information middle in Taoyuan, signed a financial-sector colocation partnership and continued increasing its AI infrastructure footprint.
ICT development – ICT income rose 32%, pushed by sturdy development in huge information, cybersecurity, and IDC companies, whereas first-half ICT contract worth already matched the corporate’s full-year 2025 complete.
Regional platform – The operator is positioning itself because the area’s “Three A’s hub” by combining AI information facilities, optical networking, submarine cables and satellite tv for pc connectivity.
Taiwanese service Chunghwa Telecom highlighted AI infrastructure as a central pillar of its development technique throughout its second-quarter earnings name, asserting the beginning of operations at a brand new AI information middle in Taoyuan, outlining extra AI information middle tasks, and reporting sturdy ICT development.
The corporate stated its newly constructed AI information middle in Lunping, Taoyuan, formally started operations in the course of the quarter and is anticipated so as to add as much as 36MW to its complete IDC capability upon full build-out.
In July, Chunghwa additionally signed a memorandum of understanding with the Taiwan Inventory Trade to supply devoted colocation capability inside a second AI information middle presently beneath building in Taichung.
Through the earnings name, the telco’s president Lung Shih-Lin stated: “These achievements exhibit our capacity to transform AI infrastructure investments into long-term monetary return.”
Past increasing AI computing capability, Chunghwa stated it’s positioning itself because the area’s “Three A’s hub for the AI period,” combining distributed AI information facilities, its IOWN optical community, and sea-land-sky communications infrastructure.
The corporate additionally highlighted the launch of the IOWN AI Fund, established collectively with world companions in June. In response to administration, the fund goals not solely to construct the IOWN ecosystem but in addition to create new enterprise alternatives by way of expertise investments.
A number of subsidiaries are additionally increasing alongside the corporate’s AI technique. Through the quarter, Chunghwa Telecom Precision Check commenced building of a brand new manufacturing unit to help rising AI semiconductor testing demand, whereas Chunghwa Main Photonics Tech started buying and selling on Taiwan’s rising inventory change.
Through the earnings name, the corporate’s administration stated ICT income elevated 32% yr over yr within the quarter, whereas recurring ICT income grew 9%, sustaining momentum throughout main service traces together with IDC, cybersecurity, and worldwide public cloud companies.
The corporate additionally reported sturdy momentum in new contracts. Second-quarter ICT order consumption elevated 30% yr over yr, whereas the entire ICT contract worth secured within the first half of 2026 already matched the full-year complete achieved in 2025.
In response to Chunghwa, main contract wins in the course of the quarter included large-scale AIDC tasks, that are anticipated to additional improve AI-related income, alongside a flagship Taipower vitality storage mission and a number of good surveillance deployments.
Worldwide operations additionally contributed to development. Chunghwa stated abroad subsidiaries posted 242% year-over-year income development, notably as a consequence of large-scale ICT mission deliveries throughout the USA and Southeast Asia.
Income in the USA skilled a string development yr over yr, “primarily as a result of supply of the large-scale AI provide chain tasks in Texas,” whereas income in Southeast Asia doubled, supported by ongoing building tasks in Singapore and Vietnam. The corporate added that it has since secured extra ICT tasks throughout the USA, Singapore and Thailand, offering visibility into future development.
Trying forward, Lin stated Chunghwa is properly positioned to profit from increasing AI-driven connectivity necessities. “Given the ramp-up of the AI-driven information site visitors and the rising worldwide connectivity demand ensuing from the geopolitical uncertainty, we’re well-positioned to seize these alternatives, supported by continued funding in submarine cable and satellite tv for pc tasks.”
