Taiwan Mobile Co Ltd

Taiwan's data center market is projected to grow from USD 1.97 billion in 2025 to USD 5.72 billion by 2031, a compound annual growth rate of 19.44%, according to a new ResearchAndMarkets.com report. Taipei remains the island's leading data center destination, supported by hyperscale developments and cloud regions, while submarine cable investment is strengthening Taiwan's position as a major digital infrastructure hub in Asia. In October 2025, Meta announced an investment in Candle, a submarine cable project connecting Taiwan with Japan, the Philippines, Indonesia, Malaysia and Singapore; the approximately 4,971-mile cable is expected to deliver transmission capacity of up to 570 terabits per second and become operational in 2028. Taiwan's government plans to provide approximately USD 28.7 billion in funding by 2030 in support of its 2050 Net-Zero Transition, covering renewable energy, hydrogen, grid modernization, energy storage and related programs. In June 2025, Amazon Web Services launched its first Taiwan cloud region in Taipei with three availability zones and announced plans to invest approximately USD 5 billion in the country's data center infrastructure, while in November 2025 Foxconn announced the development of an AI data center using NVIDIA's GB300 NVL72 platform, expected to become operational in the first half of 2026. The report covers 25 existing data center facilities and six upcoming facilities across more than five cities, and names established colocation operators including Chief Telecom, Chunghwa Telecom, Far EasTone Telecommunications, NTT Communications, Taiwan Mobile and Vantage Data Centers, with potential new entrants including Apple, Microsoft, Keppel Data Centres and SC Zeus Data Centers.

Nokia signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier's network. The deal includes four AI applications: predictive hardware analytics, MantaRay SON self-organizing network, AI-powered energy management, and AI-enabled self-healing capabilities. The deployment supports 5G-Advanced features like network slicing and RedCap, aiming to handle surging AI traffic that could grow network load by up to 10 times. Nokia has been building toward AI-native infrastructure, launching the industry's first commercial AI-RAN platform in June with 20% higher spectral efficiency, and expects that to reach 50% next year and 100% by 2028. The company also has a deepening partnership with Nvidia, which invested $1 billion at $6.01 per share, and insider buying has been strong, with multiple executives purchasing shares in recent months.

Nokia Oyj has launched what it describes as the industry's first commercial AI-RAN platform, aiming to reshape radio access network architecture with AI-driven control. The company also expanded its 5G partnership with Taiwan Mobile to deploy AI-native mobile network capabilities across Taiwan. These moves are intended to increase network capacity, energy efficiency, and automation for telecom operators using Nokia solutions. Nokia's stock is priced at €9.152 and has risen 65.7% year to date and 126.1% over the past year.

Nokia has extended its 5G agreement with Taiwan Mobile to accelerate the rollout of artificial intelligence-powered mobile networks across Taiwan. Under the deal, Nokia will deploy its latest AirScale portfolio, including next-generation baseband platforms and advanced radio technologies, to increase network capacity and prepare for rising AI-driven data traffic. The company will also introduce AI software such as MantaRay Self-Organizing Networks and Predictive Hardware Analytics to automate operations and improve reliability, along with AI-based energy management tools to optimize power usage. The upgraded infrastructure will support advanced 5G features like network slicing and Reduced Capability, enabling new services for businesses and consumers.