Nvidia Without Jensen Huang: What's Next for Asian Chipmakers?

Analysts say Nvidia's leadership change without Jensen Huang will not impact Asian chipmakers like Samsung and TSMC in the short term, but raises long-term questions about AI development direction. ASUS is monitoring the new executives' strategy. Daol Investment analysts stated Friday that Huang's departure likely won't affect short-term semiconductor industry trends, though uncertainty remains over Nvidia's mid-to-long-term product plans. Relationships with TSMC and Samsung's foundry business are expected to continue unchanged. SK Hynix shares fell 3.03% on Friday, while ASUS co-CEO S.Y. Hsu said Nvidia's competitive advantage won't change overnight but the company will monitor product quality and delivery. Analysts note ASICs are emerging as alternatives to Nvidia GPUs, though HBM memory demand remains strong.