According to Business Insider, multiple semiconductor analysts said on November 11 that despite Nvidia CEO Jensen Huang's scandal involving extramarital affair and alleged China intelligence connections, the issue is unlikely to cause material damage to TSMC's business. Counterpoint Research senior analyst William Li stated, "The demand for advanced process wafers far exceeds any single executive's influence, and there are currently no signs Nvidia is slowing orders from TSMC." Gartner Vice President Gaurav Gupta added that strong global AI infrastructure demand and current capacity constraints mean the scandal is unlikely to directly impact the chipmaker.

Analysts identified the real potential threat as U.S. policy tightening and export controls, rather than the scandal itself. The alleged connection between Huang's affair partner and a firm that may have illegally diverted Nvidia chips to China could trigger stricter U.S. export reviews. However, Li noted North American cloud giants would likely absorb any capacity TSMC releases if Nvidia's China revenue drops, leaving Taiwan's supply chain position unchanged.

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