Jensen Huang's Nvidia Exit Puts Taiwan AI Supply Chain on Alert

Nvidia founder Jensen Huang has resigned from all positions at the company, creating uncertainty for Taiwan's AI supply chain and potentially impacting Taiwanese stock market performance. Analysts say the immediate impact is concentrated on Nvidia, but if new leadership reduces financial support for partners or competitors gain market share, Taiwanese orders and investments could suffer. Taiwan hosts five of Nvidia's top ten suppliers, with annual spending in Taiwan reaching approximately $100 billion. Huang's departure could shift dynamics between Taiwanese and South Korean stock markets. Bank of America notes Nvidia accounts for 36% of King Yuan Electronics' revenue, 21% of Wistron's, and 19% of TSMC's, with other suppliers including ASE, Kinsus, Pegatron, and Hon Hai.