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Dec 22, 16:21
How is India's AI governance framework reshaping where AI runs?
India's tightening AI governance rules are no longer just shaping compliance strategies. They are beginning to influence where artificial intelligence workloads are deployed, pushing sensitive applications toward India-hosted and on-premise infrastructure.
These are the most-read DIGITIMES Asia stories in the week of December 15 to December 21, 2025.
Sun Tech, a third-party payment brand under Softstar Entertainment, submitted its application on December 17, 2025, to list on the Taiwan Exchange's Emerging Stock Board (ESB). The company will hold a pre-listing earnings call on December 29, 2025, to outline its future business strategies and growth drivers, with the official ESB debut scheduled for January 5, 2026.
The PC market has been heavily impacted by memory supply disruptions. In response, Acer Group's subsidiary Acer Gadget has partnered with Quanta Group's RoyalTek and Taiwan's leading auto parts retailer New Focus Auto (NFA) to launch smart in-vehicle products.
Elon Musk, CEO of Tesla Inc. and founder of xAI, recently declared that if xAI survives the critical next two to three years, it will surpass competitors like OpenAI and Google by harnessing massive GPU computing power. Speaking at an all-hands meeting at xAI's San Francisco headquarters, Musk outlined an aggressive expansion plan for the company's AI infrastructure and emphasized its substantial financial backing.
Taiwan's Amtran Technology is reshaping its growth trajectory, pivoting from scale-driven contract manufacturing to a profit-focused strategy built around high-value products—a shift now clearly reflected in its financial performance and product mix.
Amid sustained investments in AI computing infrastructure fueled by cloud service providers (CSPs) and large data centers, a structural differentiation has quietly emerged in the supply chain for power supplies. Due to differences in power architecture and site conditions between cloud-based hyperscale AI data centers and edge AI applications, power supply makers have adopted different approaches, leading to different timelines in realizing benefits.

At the HAIC2025 Artificial Intelligence Innovation Conference in Kunshan on December 18, Dawning Information Industry Co. (Sugon) unveiled its scaleX 10,000-accelerator supercluster, marking the first physical debut of a domestically developed AI cluster at this scale.

Apaq Technology reported a sharp rise in demand for solid capacitors, fueled primarily by AI servers and AI PCs, during an investor briefing on December 17. General Manager ST Lin stated that existing production lines for V-Chip, CAP, and Hybrid capacitors are now operating at full capacity, contributing to record revenue and profitability in the third quarter of 2025.

Eternal Precision Mechanics, a subsidiary of LCY Technology (Eternal Materials), has quietly become one of the most dominant players in the global semiconductor equipment supply chain.

Rafael Microelectronics is positioning optical communications and custom ASIC services as the twin pillars of its growth strategy heading into 2026, as the company accelerates its transition from a niche receiver-chip supplier into a broader high-speed signal transmission solutions provider.

As AI workloads reshape data center design, performance is no longer defined solely by computing power. Thermal management has emerged as an equally decisive battleground. Unlike traditional CPU-centric systems, modern AI servers rely heavily on GPUs and specialized accelerators, each drawing hundreds of watts per chip. The resulting thermal density far exceeds the limits of conventional air-cooling, turning heat dissipation into a core infrastructure challenge rather than a peripheral engineering concern.