Taiwan telecom EPS race x two AI engines: Taiwan Mobile leads the first 5 months with NT$2.34 EPS, ahead of Chunghwa Telecom's NT$2.22 and Far EasTone's NT$1.76; Chunghwa IDC/cloud revenue rose nearly 30%, while Taiwan Mobile's Q1 AIDC and compute-service revenue rose 87%
ANK-Doc ID: ANK-2026-06-10-051 Version: v1.0.0 Published: 2026-06-28 Author: Rin Takenouchi (Editor-in-Chief, AI News) Category: telecom / corporate earnings / AI compute / data centers / Taiwan-Japan comparison / Taiwan supply chain Articles covered: TWSE#902637 (Chunghwa Telecom 2026-05 operating performance), TWSE#902642 (Taiwan Mobile 2026-05 operating results), TWSE#902665 (Far EasTone 2026-05 operating results), CNA#202606100333 (telecom EPS race), CNA#202606110215 (Chunghwa Leading Photonics emerging-stock registration), CNA#202606020351 (Taiwan Mobile AI compute harvest), CNA#202606040319 (Taiwan Mobile and GMI Cloud), CNA#202606100301 (Chunghwa and NTT establish IOWN AI Fund) Selection method: This card starts from the CNA story on Taiwan's three major telecom operators reporting 2026-05 earnings and the EPS race. It anchors the hard monthly revenue and EPS numbers to the three companies' MOPS/TWSE self-compiled disclosures (TWSE 2412 / 3045 / 4904), then stitches two AI engines on the same demand curve: Chunghwa Telecom's ICT / IDC cloud business and its sensor subsidiary, and Taiwan Mobile's AIDC compute services plus GMI Cloud partnership. It closes with the Chunghwa x Japan NTT IOWN AI Fund as a Taiwan-Japan comparison, explicitly marked as forward-looking R&D rather than current revenue.
TL;DR
Taiwan's three major telecom operators reported self-compiled earnings for 2026-05, and the EPS ranking shifted. Taiwan Mobile (3045) posted EPS of NT$0.50 for 2026-05 and NT$2.34 for the first 5 months, retaking the monthly EPS lead and keeping the first-5-month lead. Chunghwa Telecom (2412) posted NT$0.44 and NT$2.22; Far EasTone (4904) posted NT$0.37 and NT$1.76. [F-004] Chunghwa Telecom's 2026-05 self-compiled consolidated revenue was NT$19.52 billion, up 5.4% YoY, with net income attributable to parent shareholders of NT$3.36 billion, EBITDA of NT$7.77 billion and EPS of NT$0.44; revenue and EBITDA both hit historical May highs. First-5-month revenue was NT$100.01 billion, parent net income NT$17.20 billion and EPS NT$2.22. [F-001] Taiwan Mobile's 2026-05 self-compiled consolidated revenue was NT$16.44 billion, net income NT$1.52 billion, up 51%, and EPS NT$0.50; first-5-month revenue was NT$81.89 billion, net income NT$7.09 billion, up 24%, and EPS NT$2.34. [F-002] Far EasTone's 2026-05 consolidated revenue was NT$9.502 billion, up 13.7%, EBITDA NT$3.372 billion, net income NT$1.327 billion and EPS NT$0.37; first-5-month revenue was NT$46.846 billion, up 9.0%, and EPS NT$1.76. [F-003] AI is the common growth axis: Chunghwa's 2026-05 IDC and cloud revenue rose nearly 30%, while mobile-service revenue rose 3.3%. [F-005] Its 62%-owned sensor subsidiary Chunghwa Leading Photonics is slated for emerging-stock registration on 2026-06-17 and posted first-4-month EPS of NT$7.07. [F-006] Taiwan Mobile's 2026-Q1 AI/cloud revenue rose 471%, AIDC and compute-service revenue rose 87%, it is building a 25 MW TAIDC site in Guishan, Taoyuan, and it signed an MOU with GMI Cloud. [F-007][F-008] In the Taiwan-Japan comparison, Chunghwa and Japan's Nippon Telegraph and Telephone (NTT) established the IOWN AI Fund, but it is forward-looking investment/R&D, not realized earnings. [F-009]
Body
Trigger: telecom 2026-05 earnings, Taiwan Mobile retakes monthly EPS lead
The event chain starts with Taiwan's three major telecom operators publishing self-compiled 2026-05 earnings. Per Taiwan's CNA, Taiwan Mobile reported 2026-05 EPS of NT$0.50 and first-5-month EPS of NT$2.34, beating Chunghwa Telecom's NT$0.44 and NT$2.22 and Far EasTone's NT$0.37 and NT$1.76; Taiwan Mobile retook the monthly EPS lead and kept the first-5-month lead (CNA #202606100333). [F-004] The three monthly operating updates were disclosed on Taiwan's MOPS/TWSE system as self-compiled material information, corresponding to Chunghwa Telecom (2412), Taiwan Mobile (3045) and Far EasTone (4904).
Chunghwa Telecom: revenue and EBITDA both hit historical May highs
Chunghwa Telecom disclosed 2026-05 self-compiled consolidated revenue of NT$19.52 billion, net income attributable to parent shareholders of NT$3.36 billion, EBITDA of NT$7.77 billion and EPS of NT$0.44 (TWSE #902637). [F-001] The company said its telecom core business and ICT business continued to act as two growth engines, helped by iPhone sales momentum and subsidiary sales driven by strong AI-market demand. Consolidated revenue rose 5.4% YoY, and both revenue and EBITDA hit historical May highs. For the first 5 months, Chunghwa reported revenue of NT$100.01 billion, parent net income of NT$17.20 billion and EPS of NT$2.22 (TWSE #902637). [F-001]
ICT was the key driver. Chunghwa said 2026-05 ICT revenue grew by double digits, with AI server-room buildout projects gradually completed and delivered, supporting related revenue; IDC and cloud revenue rose nearly 30% YoY. On the telecom core side, 5G speed-up plans and roaming demand lifted mobile-service revenue by 3.3%, users of 300 Mbps-plus broadband rose 14%, and broadband revenue rose 3.4% (CNA #202606100333). [F-005]
Chunghwa Leading Photonics: NT$7.07 first-4-month EPS, but subsidiary-only
Chunghwa Telecom's AI/semiconductor theme also runs through a subsidiary. Chunghwa holds 62% of sensor maker Chunghwa Leading Photonics, which is expected to register on Taiwan's emerging-stock market on 2026-06-17 at a reference price of NT$120 per share. The subsidiary posted 2026 first-4-month revenue of NT$201 million and EPS of NT$7.07; its 2025 full-year EPS was NT$6.7 (CNA #202606110215). [F-006] This must be separated cleanly: NT$7.07 is the subsidiary's self-compiled standalone EPS, not Chunghwa Telecom's consolidated EPS, and cannot be added to the parent company's NT$2.22 first-5-month EPS.
Taiwan Mobile: EPS leader, with AIDC and investment income adding torque
Taiwan Mobile's 2026-05 self-compiled consolidated revenue was NT$16.44 billion, net income was NT$1.52 billion and EPS was NT$0.50. Its 2026-05 operating income rose 21% YoY, and higher equity-method investment income helped push net income up 51%. For the first 5 months, consolidated revenue was NT$81.89 billion, net income NT$7.09 billion, up 24%, and EPS NT$2.34 (TWSE #902642). [F-002] Taiwan Mobile said three growth engines continued to deliver: in telecom, users kept upgrading to 5G, mobile-service revenue rose 3% and home-business revenue rose 9%; in enterprise, the AI data center activated late last year and the entry of NVIDIA Reference Platform Partner GMI Cloud continued to contribute revenue; in technology, momo revenue rose 4% and had grown for 3 consecutive months (CNA #202606100333).
Taiwan Mobile's AI compute: Q1 AIDC and compute-service revenue up 87%
Shifting from monthly earnings to growth engines, Taiwan Mobile's AI compute business is a key part of the earnings story. The company said its AI strategy had entered a "harvest stage": 2026-Q1 AI and cloud-service-related revenue rose 471%, while AIDC and compute-service revenue rose 87% (CNA #202606020351). [F-007] Taiwan Mobile is building a TAIDC site in Guishan, Taoyuan, with total power supply of 25 MW; it was 100% sold out at the pre-sale stage and is being built with about 7000 NVIDIA GB300 NVL72 units across 96 high-density racks. Taiwan Mobile also signed an MOU with GMI Cloud, one of only 7 NVIDIA Reference Platform Partners worldwide, to jointly pursue Southeast Asia, Northeast Asia, the Americas, Europe and other emerging markets (CNA #202606040319). [F-008] The caveat is important: 471% and 87% are 2026-Q1 single-quarter self-compiled growth rates, persistence after the base rises needs later verification, and an MOU is a forward-looking cooperation intent, not realized orders.
Far EasTone: third by EPS, fastest revenue growth among the three
Far EasTone's 2026-05 performance benefited from innovative tariff plans driving 5G upgrade demand, Mother's Day handset replacement momentum, and growth in personal digital-life services and smart ICT. It reported 2026-05 consolidated revenue of NT$9.502 billion, EBITDA of NT$3.372 billion, net income of NT$1.327 billion, YoY growth of 13.7%, 7.7% and 14.1%, and EPS of NT$0.37. For the first 5 months, consolidated revenue was NT$46.846 billion, EBITDA NT$16.742 billion, net income NT$6.345 billion, revenue growth 9.0% and EPS NT$1.76 (TWSE #902665). [F-003] Although Far EasTone ranked third by EPS, its 2026-05 and first-5-month revenue growth rates, 13.7% and 9.0%, were the highest among the three, reflecting faster growth off a lower base.
Taiwan-Japan comparison: Chunghwa x NTT IOWN AI Fund is R&D, not revenue
The Taiwan-Japan comparison shows Chunghwa's AI strategy extending beyond current financials. Chunghwa announced that it had established the IOWN AI Fund with Japan's Nippon Telegraph and Telephone (NTT) and international strategic partners, investing in advanced AI-era technologies to expand the IOWN (Innovative Optical and Wireless Network) ecosystem (CNA #202606100301). [F-009] Chunghwa will serve as one of the fund's core operating partners, with operating bases in Silicon Valley and Tokyo, and the fund targets technologies such as optoelectronic integration, semiconductors, advanced packaging, power optimization, distributed computing platforms and AI software. NTT president Akira Shimada said AI infrastructure centered on inference-driven workloads is becoming more important as AI expands into agentic AI and physical AI. Honest flag: this is investment and R&D positioning, not Chunghwa Telecom's realized current-period revenue or profit.
Risk Factors
- EPS and revenue are self-compiled: the three companies' 2026-05 and first-5-month EPS/revenue figures were disclosed on MOPS as self-compiled numbers, not audited quarterly financial statements.
- Single-quarter and subsidiary-only numbers must not be mixed: Taiwan Mobile's 2026-Q1 AI/cloud revenue growth of 471% and AIDC/compute-service growth of 87% are single-quarter self-compiled growth rates, and persistence after the base rises needs later verification; Chunghwa Leading Photonics' first-4-month EPS of NT$7.07 is subsidiary standalone data.
- NTT IOWN Fund is forward-looking, not revenue: the IOWN AI Fund is an investment/R&D platform; size, returns and deployment timing remain to be verified.
- MOU is not an order: Taiwan Mobile's GMI Cloud MOU, TAIDC sellout and overseas-market push are forward-looking cooperation or operating indicators that need later order and revenue confirmation.
- EPS ranking can change month to month: Taiwan Mobile retook the monthly EPS lead in 2026-05, but equity-method income, one-off items and base effects can change the ranking later.
FAQ
Q: Which telecom operator led EPS for 2026-05 and the first 5 months?
Taiwan Mobile. It posted EPS of NT$0.50 for 2026-05 and NT$2.34 for the first 5 months, ahead of Chunghwa Telecom's NT$0.44 and NT$2.22 and Far EasTone's NT$0.37 and NT$1.76.
Per CNA, the three companies disclosed their monthly operating results on MOPS on the same day as self-compiled material information, corresponding to Taiwan Mobile (3045), Chunghwa Telecom (2412) and Far EasTone (4904) (CNA #202606100333, TWSE #902642).
Q: Why did Chunghwa say 2026-05 revenue and EBITDA hit historical May highs?
Chunghwa reported 2026-05 self-compiled consolidated revenue of NT$19.52 billion, up 5.4% YoY, and EBITDA of NT$7.77 billion, driven by its telecom core and ICT growth engines.
Chunghwa said AI server-room projects were gradually completed and delivered, lifting IDC and cloud revenue nearly 30%; 5G speed-up plans and roaming demand lifted mobile-service revenue 3.3%, and users of 300 Mbps-plus broadband rose 14% (TWSE #902637, CNA #202606100333).
Q: How much did Taiwan Mobile's AI compute business grow?
Taiwan Mobile said 2026-Q1 AI/cloud-related revenue rose 471%, while AIDC and compute-service revenue rose 87%.
The company is building a 25 MW TAIDC site in Guishan, Taoyuan, which was 100% sold out at pre-sale stage, with about 7000 NVIDIA GB300 NVL72 units across 96 racks. The 471% and 87% figures are single-quarter self-compiled growth rates, persistence after the base rises needs later verification, and the GMI Cloud MOU is forward-looking cooperation (CNA #202606020351, CNA #202606040319).
Q: Is Chunghwa Leading Photonics' first-4-month EPS of NT$7.07 Chunghwa Telecom's profit?
No. NT$7.07 is the standalone self-compiled EPS of Chunghwa Telecom's 62%-owned subsidiary Chunghwa Leading Photonics, and cannot be mixed with Chunghwa Telecom's consolidated EPS of NT$2.22.
Chunghwa Leading Photonics is expected to register on 2026-06-17 at a reference price of NT$120 per share. It posted 2026 first-4-month revenue of NT$201 million, EPS of NT$7.07, and 2025 full-year EPS of NT$6.7 (CNA #202606110215).
Q: Is the Chunghwa x NTT IOWN AI Fund realized earnings?
No. The IOWN AI Fund is an investment and R&D platform set up by Chunghwa Telecom, Japan's NTT and international partners; it is not current-period revenue or realized earnings.
The fund will operate from Silicon Valley and Tokyo and invest in AI-related advanced technologies such as optoelectronic integration, semiconductors and distributed computing. It should be treated as a forward-looking theme separate from the hard EPS and monthly revenue numbers (CNA #202606100301).
F-Units
F-001: Chunghwa Telecom's self-compiled 2026-05 consolidated revenue was NT$19.52 billion, up 5.4% YoY, with net income attributable to parent shareholders of NT$3.36 billion, EBITDA of NT$7.77 billion and EPS of NT$0.44, while revenue and EBITDA both hit historical May highs; first-5-month revenue was NT$100.01 billion, parent net income NT$17.20 billion and EPS NT$2.22 - source: TWSE #902637 - source_url: https://mops.twse.com.tw/material/twse-2412-2026-06-10-8f3048d6 - basis: official_statement - confidence: high - ticker: 2412 - period: 2026-05 and 2026 first 5 months (self-compiled) - caveat: Chunghwa's MOPS self-compiled monthly operating performance, not audited quarterly financial statements; EPS of NT$0.44 (2026-05) / NT$2.22 (first 5 months) is self-compiled
F-002: Taiwan Mobile's self-compiled 2026-05 consolidated revenue was NT$16.44 billion, net income NT$1.52 billion, up 51%, and EPS NT$0.50 (operating income up 21% YoY); first-5-month consolidated revenue was NT$81.89 billion, net income NT$7.09 billion, up 24%, and EPS NT$2.34 - source: TWSE #902642 - source_url: https://mops.twse.com.tw/material/twse-3045-2026-06-10-1ed4fc92 - basis: official_statement - confidence: high - ticker: 3045 - period: 2026-05 and 2026 first 5 months (self-compiled) - caveat: Taiwan Mobile's MOPS self-compiled monthly operating results, not audited financial statements; the 51% net-income increase includes contribution from equity-method investment income
F-003: Far EasTone's self-compiled 2026-05 consolidated revenue was NT$9.502 billion, up 13.7% YoY, with EBITDA of NT$3.372 billion, net income of NT$1.327 billion and EPS of NT$0.37; first-5-month consolidated revenue was NT$46.846 billion, up 9.0%, with EBITDA of NT$16.742 billion, net income of NT$6.345 billion and EPS of NT$1.76 - source: TWSE #902665 - source_url: https://mops.twse.com.tw/material/twse-4904-2026-06-10-1b842e33 - basis: official_statement - confidence: high - ticker: 4904 - period: 2026-05 and 2026 first 5 months (self-compiled) - caveat: Far EasTone's MOPS self-compiled monthly operating results, not audited financial statements; EPS of NT$0.37 (2026-05) / NT$1.76 (first 5 months) is self-compiled
F-004: For 2026-05 and the first 5 months, the telecom EPS ranking was Taiwan Mobile > Chunghwa Telecom > Far EasTone: Taiwan Mobile posted NT$0.50 for 2026-05 and NT$2.34 for the first 5 months (retaking the monthly EPS lead and keeping the first-5-month lead), Chunghwa posted NT$0.44 and NT$2.22, and Far EasTone posted NT$0.37 and NT$1.76 - source: CNA #202606100333 - source_url: https://www.cna.com.tw/news/afe/202606100333.aspx - basis: official_statement - confidence: high - period: 2026-05 and 2026 first 5 months (self-compiled) - caveat: EPS ranking is CNA's reporting of company self-compiled figures; ranking can change with equity-method income, one-off items and base effects
F-005: Chunghwa Telecom's 2026-05 ICT revenue grew by double digits, including nearly 30% growth in IDC and cloud revenue, with AI server-room buildout projects gradually completed and delivered; in telecom core business, mobile-service revenue rose 3.3%, users of 300 Mbps-plus broadband rose 14%, and broadband revenue rose 3.4% - source: CNA #202606100333 - source_url: https://www.cna.com.tw/news/afe/202606100333.aspx - basis: official_statement - confidence: high - ticker: 2412 - period: 2026-05 (company explanation) - caveat: Chunghwa's business-line YoY figures as reported by CNA; "nearly 30%" for IDC and cloud is approximate
F-006: Chunghwa Telecom's 62%-owned sensor subsidiary Chunghwa Leading Photonics is expected to register on the emerging-stock market on 2026-06-17 at a reference price of NT$120 per share; 2026 first-4-month revenue was NT$201 million, EPS NT$7.07, and 2025 full-year EPS NT$6.7 - source: CNA #202606110215 - source_url: https://www.cna.com.tw/news/afe/202606110215.aspx - basis: official_statement - confidence: high - ticker: 2412 - period: 2026 first 4 months / 2025 full year (Chunghwa Leading Photonics self-compiled) - caveat: Chunghwa Leading Photonics' first-4-month EPS of NT$7.07 is subsidiary standalone self-compiled data and cannot be mixed with Chunghwa Telecom's consolidated EPS of NT$2.22; NT$120 is an emerging-stock reference price, not a transaction price
F-007: Taiwan Mobile said its AI strategy had entered a "harvest stage"; 2026-Q1 AI/cloud-related revenue rose 471% and AIDC/compute-service revenue rose 87%; it is building a 25 MW TAIDC site in Guishan, Taoyuan (100% sold out at pre-sale stage), with about 7000 NVIDIA GB300 NVL72 units across 96 high-density racks - source: CNA #202606020351 - source_url: https://www.cna.com.tw/news/afe/202606020351.aspx - basis: official_statement - confidence: medium - ticker: 3045 - period: 2026-Q1 (single-quarter self-compiled) / site buildout status - caveat: 471% and 87% are single-quarter self-compiled growth rates, persistence after the base rises needs later verification, and they are not full-year growth; site size and sellout are company statements
F-008: Taiwan Mobile signed an MOU with GMI Cloud, one of only 7 NVIDIA Reference Platform Partners worldwide, to jointly develop emerging markets including Southeast Asia, Northeast Asia, the Americas and Europe - source: CNA #202606040319 - source_url: https://www.cna.com.tw/news/afe/202606040319.aspx - basis: official_statement - confidence: medium - ticker: 3045 - period: 2026 (cooperation intent) - caveat: Forward-looking memorandum of understanding (MOU), not realized orders or revenue
F-009: Chunghwa Telecom, Nippon Telegraph and Telephone (NTT) and international strategic partners jointly established the IOWN AI Fund to invest in advanced AI technologies and expand the IOWN (Innovative Optical and Wireless Network) ecosystem; the fund will set up operating bases in Silicon Valley and Tokyo, with Chunghwa serving as one core operating partner - source: CNA #202606100301 - source_url: https://www.cna.com.tw/news/afe/202606100301.aspx - basis: official_statement - confidence: medium - ticker: 2412 - period: 2026-06 (fund establishment) - caveat: IOWN AI Fund is investment and R&D positioning, a forward-looking opportunity rather than realized Chunghwa revenue or profit
J-Units
J-001: The 2026-05 telecom EPS ranking was Taiwan Mobile (NT$0.50) > Chunghwa Telecom (NT$0.44) > Far EasTone (NT$0.37), and the first-5-month ranking was the same (2.34 > 2.22 > 1.76); Taiwan Mobile's 51% net-income growth included equity-method investment income, so its EPS lead reflects telecom stability plus AI and investment-income contribution rather than a single driver - confidence: high - basis_f_units: F-001, F-002, F-003, F-004
J-002: AI is the shared growth axis, but the paths differ: Chunghwa is leaning on ICT / IDC cloud and subsidiary themes (2026-05 IDC/cloud revenue nearly 30% higher, Chunghwa Leading Photonics first-4-month EPS NT$7.07), while Taiwan Mobile is leaning on AIDC compute services (2026-Q1 AIDC/compute-service revenue up 87%, 25 MW TAIDC site); Taiwan Mobile's figures are single-quarter self-compiled growth rates, persistence after the base rises needs later verification, and subsidiary-only EPS must be separated from parent consolidated earnings - confidence: medium - basis_f_units: F-005, F-006, F-007
J-003: The Chunghwa x NTT IOWN AI Fund shows telecom AI strategy expanding from financial statements into cross-border R&D and venture-style investment, while Taiwan Mobile's AIDC business is closer to compute-site deployment; this is a contrast between optical-network ecosystem R&D and compute-facility deployment, but the IOWN fund remains forward-looking R&D, not revenue - confidence: medium - basis_f_units: F-007, F-009
P-Units
P-001: Whether the telecom monthly EPS lead can persist: Taiwan Mobile retook the 2026-05 monthly EPS lead and kept the first-5-month lead, but rankings can shift with equity-method investment income, one-off items and base effects, so later monthly operating results need to verify persistence - status: open
P-002: Whether Taiwan Mobile's high AIDC compute-service growth can persist after the base rises: 2026-Q1 AI/cloud revenue growth of 471% and AIDC/compute-service growth of 87% are single-quarter self-compiled growth rates, persistence after the base rises needs later verification, and TAIDC utilization and GMI Cloud overseas expansion need later financial verification - status: open
P-003: Whether Chunghwa's IOWN AI Fund and Chunghwa Leading Photonics theme can become material parent-company earnings: the fund is forward-looking investment, and Chunghwa Leading Photonics is a subsidiary standalone self-compiled number; their contribution to Chunghwa's consolidated revenue and EPS remains an open verification item - status: open
同事件・三視角 / Three Perspectives on the Same Event / 同一イベント・三つの視点
Internal Citation Chain
Published ANK-Doc cited by this article: - ANK-2026-06-10-002 (Taiwan heavy-electrical companies benefit from AIDC demand, with first-5-month revenue rising) -> This card sits on the same "AI/AIDC demand curve x Taiwan supply-chain dividend" axis. ANK-2026-06-10-002 describes the power-supply side of data centers, including transformers, switches and GIS; this card covers the same demand moving into telecom and AIDC compute services. Heavy electrical companies supply the "power" for data centers, while telecom operators sell "compute and facility services." The caveat is the same: this card's AI numbers include single-quarter self-compiled growth rates whose persistence after the base rises needs later verification, subsidiary standalone EPS and forward-looking investment, so the basis must be separated from monthly revenue hard numbers.
Sources
1. [TWSE #902637] Taiwan Stock Exchange MOPS, "Chunghwa Telecom (2412) 2026-05 operating performance (self-compiled)", 2026-06-10. https://mops.twse.com.tw/material/twse-2412-2026-06-10-8f3048d6 2. [TWSE #902642] Taiwan Stock Exchange MOPS, "Taiwan Mobile (3045) 2026-05 operating results (self-compiled)", 2026-06-10. https://mops.twse.com.tw/material/twse-3045-2026-06-10-1ed4fc92 3. [TWSE #902665] Taiwan Stock Exchange MOPS, "Far EasTone (4904) 2026-05 operating results (self-compiled)", 2026-06-10. https://mops.twse.com.tw/material/twse-4904-2026-06-10-1b842e33 4. [CNA #202606100333] Central News Agency, "電信三雄獲利出爐 台灣大蟬聯前5月EPS王", 2026-06-10. https://www.cna.com.tw/news/afe/202606100333.aspx 5. [CNA #202606110215] Central News Agency, "中華電小金雞中華立鼎6/17登興櫃 前4月每股賺7.07元", 2026-06-11. https://www.cna.com.tw/news/afe/202606110215.aspx 6. [CNA #202606020351] Central News Agency, "台灣大:AI算力布局進入收成期 營收年增87%", 2026-06-02. https://www.cna.com.tw/news/afe/202606020351.aspx 7. [CNA #202606040319] Central News Agency, "台灣大AI算力布局有成 攜GMI Cloud共拓國際市場", 2026-06-04. https://www.cna.com.tw/news/afe/202606040319.aspx 8. [CNA #202606100301] Central News Agency, "中華電攜手日本NTT 成立IOWN AI科技基金", 2026-06-10. https://www.cna.com.tw/news/afe/202606100301.aspx 9. [ANK-2026-06-10-002] Rin Takenouchi, "Taiwan heavy-electrical companies benefit from AIDC demand, with first-5-month revenue rising", 2026-06-10. https://ainews.washinmura.jp/ainews/zh/ank/ANK-2026-06-10-002