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Tatung (2371.TW), a century-old Taiwanese power and electromechanical manufacturer, formally unveiled TTG AIDC CUBE on September 30 in Taipei. The product is a modular, containerized AI data center designed to compress traditional construction timelines from 2-3 years to 180 days from planning to energized compute.

The company’s shares rose more than 3% intraday on the announcement, reclaiming the NT$30 level.

What TTG AIDC CUBE Is

TTG AIDC CUBE integrates compute racks, power distribution, cooling, and intelligent monitoring into a standardized modular format shipped in 20-foot and 40-foot high-cube containers. On-site assembly involves piping connections and rack installation rather than ground-up construction.

Key specifications at announcement:

• PUE: Guaranteed below 1.3
• Reliability: Tier 2 or higher, fully redundant — hot-swap equipment replacement without downtime
• Target range: 0.5MW to 50MW deployments
• Cooling: Dual system — air-cooled (external chillers, chilled water, cold/hot aisle) and liquid-cooled (room-temperature direct-to-chip). The liquid cooling spec already accounts for NVIDIA Vera Rubin platform requirements
• Power: Medium-voltage supply, transformers, and switchgear are all Tatung’s own products

The company’s demonstration site at the time of launch had two cooling systems installed and operational.

The Government Backdrop

Taiwan’s Minister of Economic Affairs Kung Ming-hsin spoke at the same event. The government is advancing the “New Top Ten AI Infrastructure Projects” with an additional NT$100 billion in budget. Of that, approximately NT$25 billion ($784 million USD) is dedicated specifically to helping small and medium-sized enterprises adopt AI compute.

On the power side, 25 large natural gas generation units are planned over the next decade, adding 26GW of stable capacity — a prerequisite for sustaining dense AI compute deployment at scale.

Why Tatung

Tatung’s move is a vertical pivot rather than a greenfield entry. The company’s core business — power equipment, transformers, switchgear, and electromechanical integration — directly maps to the infrastructure layers that AI data centers require. Chairman Chang Jung-hua framed the move as extending a century of accumulated capability into the compute sector rather than entering a new industry.

The company is targeting Taiwanese server ODMs as a supply chain partner, positioning itself to fill gaps in high-voltage power supply and liquid cooling technology that most ODMs do not manufacture in-house.

With government NT$25 billion targeted at SME compute adoption and a 180-day deployment promise, Tatung is positioning TTG AIDC CUBE as the faster path for mid-market buyers who cannot wait years for hyperscale-style construction cycles.