Nvidia's Asian supply chain braces for post-Huang era

Nvidia's Asian suppliers and partners are revising contingency plans as the company's board meets to decide CEO Jensen Huang's future following reports of extramarital affairs, with a source saying a decision is expected late Wednesday. Taiwanese suppliers fear a successor may lack Huang's aggressive approach to securing manufacturing capacity, potentially slowing expansion. Analysts see Ian Buck and Colette Kress as likely short-term candidates, while any leadership change could reduce Nvidia's ecosystem-level investments and bilateral AI deals. Huang has built strong supplier ties in Taiwan and Korea, with plans for $150 billion annual investment in Taiwan and a $500 billion AI initiative with SK Group. Some investors expect limited immediate impact since current chips are already designed and production is underway.