According to reports from major financial institutions published over the weekend, Nvidia founder and CEO Jensen Huang's resignation on November 13 has triggered concerns about potential disruptions to Taiwan's semiconductor supply chain worth over NT$1.35 trillion. Huang's departure is expected to slow product upgrade cycles from the previous three-quarter pace to four to five quarters, reduce the market's premium valuation of Nvidia, and impact the company's role as "AI central bank" through capital support for GPU purchases. Nvidia's estimated annual procurement from Taiwan suppliers stands at approximately $42.3 billion (NT$1.35 trillion). A 10% reduction in purchases due to new leadership strategy could eliminate NT$135 billion in orders. Financial institutions anticipate the most significant impact on mid-sized suppliers where Nvidia accounts for over 20% of revenue. Real market impact is expected to materialize in the second half of 2027.
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