Published 4 hours ago • loading... • Updated 1 hour ago
Nvidia’s Asian Supply Chain Prepares for Life After Huang
Asian suppliers are reviewing expansion plans as Nvidia’s board meets on Jensen Huang’s future, with analysts warning a leadership change could slow AI deals.
By Wen-Yee Lee, Hyunjoo Jin and Heekyong Yang TAIPEI/SEOUL, Nov 12 (Reuters) - US chip giant Nvidia's partners and suppliers across Asia, from memory chip powerhouse South Korea to advanced chipmaking hub Taiwan, are redrawing plans in case Chief Execu...
Domestic semiconductor companies, including Samsung Electronics and SK Hynix, are closely watching the possibility of stricter U.S. export restrictions on artificial intelligence (AI) semiconductors to China as a greater variable than the impact on High Bandwidth Memory (HBM) supply resulting from the "Jensen Huang affair scandal." The assessment is that, with the decision on Jensen Huang's dismissal still unconfirmed, the direction of these reg…