Nvidia CEO Jensen Huang's Resignation Raises Questions for Taiwan Industry

Taiwan is closely watching to see what's going to happen to local industries now that NVIDIA CEO Jensen Huang has stepped down. NVIDIA has been a major driving force behind the global AI boom, and much of its supply chain runs through Taiwan. It's home to key manufacturing partners, including TSMC, Foxconn, and Quanta. And a change in NVIDIA's leadership could affect orders for these companies. But analysts say demand for advanced chips remains strong, even with a shift in NVIDIA's top spot. For TSMC, which makes most of NVIDIA's advanced chips, you know, for 2 nanometer, for example, they're fully booked through 2028. You know, it's a seller's market. So even if there are some... And people in Taipei say the scandal could hurt the company more than the wider industry. People will now be more sensitive about what happened and try to prevent these things in the future. So I think the long-term impact won't be too big because actually, right, it's... Technology-wise for the industry, nothing has changed. It's the same as before, so I think after a couple of weeks, things will just calm down. It's mainly for the whole company and its managers to spread this kind of negative news. For the company itself, for its reputation, or for... The Taipei city government says the land deal for NVIDIA's new overseas headquarters in Beitou Shilin area won't be impacted. Taiwan's economy ministry has similarly argued that the broader direction of the AI industry won't be changed by the actions of one individual. Attention now shifts to how investors respond and whether next week's earnings conference can restore confidence in the company. Joseph Oh and Lily Lamatina for Taiwan Plus.