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CHTBullishEarningsShort Term
High materiality8/10

Chunghwa Telecom Reports Un-Audited Consolidated Operating Results for the Second Quarter of 2026

StockNews.AIAug 5, 2:52 AM EDT1 source
Trading thesisImportance 8/10

Bullish over the next 6–12 months as AI/ICT initiatives and international projects scale.

AI summary

What happened and why it matters

Chunghwa Telecom reported a solid Q2 2026, with revenue up 8.2% to NT$61.36b and EPS NT$1.38, topping the high end of guidance. Growth was broad-based across Consumer, Enterprise, and especially International ICT projects, while strategic AI initiatives and a TWSE-backed AIDC capacity expansion point to longer-term upside. The stock could react positively on the execution success and the expanding ICP/AI roadmap.

  • International ICT revenue up 79% YoY; large US/SEA project deliveries.
  • H1 ICT order intake matched full-year 2025; robust pipeline.
  • Lunping AIDC launch and TWSE MOU signal AI infrastructure expansion.
  • 5G ARPU and fixed broadband ARPU gains support service revenue.

Sentiment rationale

Strong beat vs guidance across revenue, EPS, and international ICT growth; pipeline supports upside in H2 2026 and beyond; AI/ICT investments imply higher long-term service/content revenue mix and potential margins.

Key facts

  1. 01

    Total revenue rose 8.2% to NT$61.36b, beating guidance.

  2. 02

    International Group revenue up 78.9% to NT$3.93b YoY.

  3. 03

    5G penetration at 48.8%; mobile market share 41.2%; ARPU up.

  4. 04

    ICT order intake in H1 matched full-year 2025; strong pipeline.

  5. 05

    Lunping campus AIDC launch; TWSE MOU for Taichung AIDC capacity.

Earnings

Category: Earnings. The release provides quarterly results, segment performance, and forward-looking AI/ICT initiatives that shape near-term earnings trajectory and longer-term margin potential.