Aug 5, 2026 earnings call — AI data center expansion and ICT growth
Consolidated revenue reached TWD 61.36 billion, an 8.2% year-over-year rise and the highest Q2 since 2010.
Revenue $1.9B (est $1.9B) · EPS $0.44 (est $0.43)
Key quotes
"In the morning today, we announced the kickoff of the operation of our newly built AI data center in Lunping, Taoyuan, which is expected to add up to 36 megawatts to our total IDC capacity upon full build-out."
"Through the collective efforts across the group, our ICT business delivered another strong quarter with revenue increasing 32% year-over-year, driven by the continuous expansion of emerging services."
"Our mobile revenue market share continued to increase, climbing to a record high of 41.2%, while our subscriber market share rose to 39.8% according to our telecom regulator."
Analyst Q&A 2
international AI demand and regions
Q (Tianyu Bai · HSBC): He asked for long-term guidance and visibility for the international segment and a regional breakdown (U.S., Southeast Asia). He also asked what types of projects these are (e.g., AI data center build-outs).
A: Management said global AI development is driving growing interest from international customers, especially in AI infrastructure, international connectivity and data center service in the U.S. and Southeast Asia. They said Taiwan remains the primary market but AI expansion across Taiwan, the U.S., and Southeast Asia aligns with AI growth. They also said U.S. opportunities this year or in the next 2 to 3 years are like several billion NT dollars and relate to the AI supply chain.
"As we see the global trend of the AI development, we continue to see growing interest from international customers, particularly in AI infrastructure, international connectivity and data center service in the U.S. and also in Southeast Asia." — Wen-Hsin Hsu
AIDC build cost, IOWN plans, ICT volatility
Q (Ranjan Sharma · JPMorgan Singapore): He asked how much investment is required to build 36 megawatts of AIDC capacity and the projected IRR. He also asked what investments and revenue impact come from IOWN. Finally, he asked why enterprise ICT revenue is volatile quarter-to-quarter.
A: They said they do not disclose expected IRR for individual projects and that each investment follows a disciplined capital allocation process. For Lunping AIDC, they said the maximum capacity will be 36 megawatts when fully built and the build and investment are done in phases, but they do not disclose the total capital invested. They said on a group basis their IDC market share in Taiwan reached 78% as of the second quarter; ICT revenue volatility this year follows last year's pattern and they are confident to beat the ICT revenue target. On IOWN, they said they are investing early to connect distributed AIDCs via the IOWN network, that revenue will take time, and that IOWN is a strategic foundation for future AI services and next-generation networks.
"But we don't disclose the total capital we invest for the Lunping AIDC, yes." — Angela Tsai