Taiwan chip suppliers see limited impact from Nvidia leadership change

ملخص مفصل

Nvidia Corp. co-founder Jensen Huang's (黃仁勳) departure could accelerate diversification in the artificial intelligence (AI) chip market but is unlikely to significantly disrupt Taiwan's semiconductor supply chain, industry executives and investment advisers said Friday.

Taipei, Nov. 13 (CNA) Nvidia Corp. co-founder Jensen Huang's (黃仁勳) departure could accelerate diversification in the artificial intelligence (AI) chip market but is unlikely to significantly disrupt Taiwan's semiconductor supply chain, industry executives and investment advisers said Friday.

Huang resigned as Nvidia's president, CEO, and a member of its board Thursday, following reports of extramarital relationships with two women, including a businesswoman whom U.S. intelligence officials suspect of having ties to Chinese intelligence.

Nvidia appointed Chief Financial Officer Colette Kress as interim CEO while its board searches for a permanent successor.

In a report released Friday, Taishin Securities Investment Advisory said Huang's resignation could accelerate the diversification of AI chip orders, potentially benefiting Nvidia rivals AMD and Broadcom, as well as Amazon and Google, which are developing their own application-specific integrated circuits (ASICs), or chips designed for specific tasks.

Several senior semiconductor industry executives interviewed by CNA said ASIC development could gain momentum, but they did not expect it to significantly alter the competitive balance between ASICs and graphics processing units (GPUs), key to Nvidia's AI business.

An executive in the semiconductor substrate industry said Nvidia's GPUs would be hard to replace because many AI developers rely on CUDA, Nvidia's software platform for developing and running AI applications, which is designed to work with its chips.

Despite a potential shift in AI chip demand from GPUs to ASICs, Taiwan's semiconductor suppliers are expected to face limited disruption because chipmakers maintain close relationships with Taiwanese suppliers, Taishin's report said.

Mega International Investment Services analyst Alex Huang (黃國偉) also said Nvidia's leadership change was unlikely to significantly affect Taiwanese suppliers, which remain integral to the AI supply chain amid rising demand and efforts to…

مطلع المقال، مقتطف من Focus Taiwan (CNA). لقراءة المقال كاملًا، افتحه على موقع الناشر.