Taiwan's chip ecosystem faces uncertainty as US-China tech tensions mount

Taiwan's semiconductor ecosystem faces uncertainty after Nvidia CEO Jensen Huang's resignation over an extramarital affair with a woman suspected of spying for Beijing, though order books remain full until 2028. Taiwan's science minister Cheng-Wen Wu called the incident isolated and unlikely to impact AI development, with no current production disruptions. Nvidia's orders with TSMC and other Taiwanese firms remain filled through 2028, and plans for a Taipei headquarters proceed. The island's decade of double-digit growth relies heavily on semiconductors, up 50% in 2026, with the Nvidia-TSMC partnership driving chip miniaturization for AI. Taiwan now fears stricter US technology restrictions on China could hit its chip exports to the mainland.