讀後心得

Chairman of Chunghwa Telecom, Jian Zhicheng, announced that the company will enter Tainan to establish an AI computing power center and provide one-stop AI services for small and medium-sized enterprises. He stated that the first AI data center will commence operations in the second quarter in Yongkang, Tainan, and plans to combine public cloud data storage with generative AI applications. Chunghwa Telecom is upgrading its existing data centers to transform them into AIDC (AI Data Centers) while recruiting AI research and development talents to seize the AI market and promote the "AI Smart Island" policy. Jian Zhicheng is confident about the future AI applications and emphasized the need to collaborate with the industry to expand into overseas markets.

Jian Zhicheng demonstrated the strength of Chunghwa Telecom in AI applications, planning to establish a computing power center in Tainan. With optimism about the booming development of AI (artificial intelligence) applications, the telecom giant Chunghwa Telecom, valued at over a trillion Taiwan dollars, is preparing to adopt a dual approach to capitalize on AI business opportunities. Our investigation shows that Chunghwa Telecom focuses on meeting the future needs of small and medium-sized enterprises by providing a complete set of AI services and upgrading its data centers to AI computing power centers (AIDC). The first server room is expected to commence operation in the second quarter in Yongkang, Tainan, and will collaborate with Chunghwa Telecom Research Institute to develop generative AI applications across disciplines. "The value of this 'technology Shaolin Temple' is immense and incomparable to competitors (such as Taiwan Mobile and FarEasTone)," Jian Zhicheng confidently stated.

At the Smart City Expo held in late March, various companies competed fiercely, with AI application-related slogans visible throughout the venue. At Chunghwa Telecom's booth, the Qing Dynasty Emperor Qianlong traversed time as an AI guide, while another corner showcased AI imaging technology from a street perspective, capable of identifying illegal vehicles and even recording litter and noise on the streets. This represents the various application scenarios in Jian Zhicheng's mention of "AI for all, AI applications changing various industries." Prior to the Smart City Expo, Chunghwa Telecom held a technology day showcasing management and customer service AI models and five key application results. Our investigation indicates that to ride the wave of AI, Chunghwa Telecom, as an industry leader, has decided to integrate internal resources and adopt a dual strategy to occupy the AI computing power market. "On one hand, we will transform IDC (data centers) into AIDC, and combine public cloud data storage and computing power leasing, with Chunghwa Telecom Research Institute participating in the development of interdisciplinary generative AI applications," Jian Zhicheng revealed his vision.

Last year, Chunghwa Telecom significantly expanded its computing power, actively joining the race for NVIDIA AI chips and recruiting hundreds of AI R&D talents. The initial plan is to upgrade the IDC in Taipei, Tainan, and Kaohsiung, with the first AIDC server room set to launch in the second quarter in Yongkang, Tainan. "This will provide computing power leasing for new AI businesses, allowing Chunghwa Telecom to transform from a traditional telecom company into a technology company," Jian Zhicheng said with a smile. There is curiosity from all sectors about the true meaning of IDC and why upgrading to AIDC will help Chunghwa Telecom transition into a technology company. In reality, the AIDC envisioned by Chunghwa Telecom is like a supercomputer, equipped with a large number of CPUs (central processing units), GPUs (graphics processing units), power supplies, cooling systems, and high-speed networks, designed to handle vast amounts of data and execute algorithms, becoming the core of AI computing.

As competition in the domestic AIDC market intensifies, Jian Zhicheng is not afraid of competition, as Chunghwa Telecom's AIDC clientele will focus on small and medium-sized enterprises. At the same time, they will be more proactive in collaborating deeply with AI leader NVIDIA to seize investment opportunities in Taiwan. He is confident in his AI application layout, stating, "The technological leader of the AI ecosystem is located at Chunghwa Telecom Research Institute. This year's technology day is just the beginning; we will continue to explore overseas markets in collaboration with partners." Facing this enormous business opportunity, Jian Zhicheng has shown complete confidence.