News / Taiwan / economic_daily
Taiwan Mobile Targets Telecom Revenue Leadership by 2027 via Systex Acquisition
Technology Services · Information Technology Services · economic_daily · 2026-09-08
2412, 3045, 6214
Taiwan Mobile is launching a tender offer for at least 39% of Systex, aiming to merge revenues and challenge Chunghwa Telecom for the top industry spot by 2027.
What Happened
Acquisition Strategy: Taiwan Mobile has announced a tender offer to acquire at least 39% of Systex, the largest information services provider in Taiwan. The company expects to complete the acquisition by late this year or early next year, allowing it to consolidate Systex's revenue and profit into its own financial statements.
Revenue Outlook: General Manager Jamie Lin stated that AI-driven demand is expected to boost the enterprise business segment by approximately 20%. By integrating Systex, Taiwan Mobile aims to challenge Chunghwa Telecom for the top spot in total revenue while maintaining its lead in profitability.
Profit Enhancement: Taiwan Mobile recently raised its 2026 profit outlook, targeting a 7% to 9% increase in operating profit. As Systex is a major player in IT services, its integration is expected to provide a significant boost to Taiwan Mobile's bottom line, with profit contributions projected to rise further as stake levels increase.
Market Competition: While Chunghwa Telecom continues to project stable revenue growth for 2026, Taiwan Mobile's aggressive M&A strategy and focus on enterprise services are rapidly closing the gap. Analysts estimate that Taiwan Mobile's 2026 revenue could exceed NT$200 billion, signaling a shift in the competitive landscape.