Nvidia's CEO affair scandal could hand AMD a chip supply boost

Nvidia faces scrutiny after CEO Jensen Huang admitted to an extramarital affair, raising US national security concerns and potentially impacting its business and supply chain, including possible order cuts with TSMC. If Nvidia reduces chip orders, freed capacity at TSMC could go to AMD and ASIC developers like Broadcom, MediaTek, Alchip, and GUC. MediaTek expects $16 billion from its first AI accelerator by 2027, while AMD sees demand for its data center products exceeding supply. Taiwanese AI server supply chain partners report no current order disruptions, though some Asian client orders are under review. Analysts note Nvidia's long-term ties with Taiwanese suppliers make sudden partner changes unlikely, and AI infrastructure investment trends remain strong.