Jensen Huang’s Fall Sparks a Chinese Chip Stock Frenzy—Trump’s Probe Blocked Three Times

China Insights
China Insights
283 followers
Nov 13, 2026

Why are Chinese chip stocks celebrating as Jensen Huang faces mounting controversy? And who stood in the way of Trump’s orders to investigate Huang Le’s company?

This episode examines claims of Huang’s downfall, the reaction across China’s semiconductor sector, and a startling account from inside the White House: Trump reportedly ordered scrutiny of Huang Le’s company three times, only for those efforts to be blocked.

We explore the allegations, the company at the center of the story, and the questions surrounding who intervened—and why.