Ming-Chi Kuo warns that Huang Renxun may not be able to escape unharmed and urges Huida to do something as soon as possible

Tianfeng International Securities analyst Ming-Chi Kuo posted on social platform X that the value of Huida CEO Huang Renxun lies not only in technical judgment but also in his ability to quickly integrate strategy, organization and supply chain to promote radical product upgrades. He warned that judging from the current public information, Huang Renxun might be "difficult to escape unscathed." He called on Huida to prepare a succession plan as soon as possible and gradually reduce its reliance on Huang Renxun's personal decision-making.

Ming-Chi Kuo said that Huang Renxun’s importance to Huida lies in his ability to transform technologies that the engineering team believes are possible into products that the entire company is willing to invest resources, take risks, and must deliver. Because of this, the supply chain can have extremely high order visibility and cooperate with radical specification upgrades. This has also led competitors to follow up, further promoting technological upgrading and supply chain investment in the overall AI industry.

He emphasized that if forced to compare, making and implementing decisions on radical specification upgrades is more difficult than providing supply chain order visibility. Jen-Hsun Huang does not necessarily have to be the person within Huida who knows the most about new technologies such as HVDC, CPO/NPO and CCL/PTFE, but his value lies in taking into account strategy, organization, technology and supply chain, and quickly finalizing decisions and investing resources in implementation.

Guo pointed out that based on the current public information, it seems difficult for Huang Renxun to escape unscathed. Under this premise, a more pragmatic approach may be to gradually reduce Huida's dependence on Huang Renxun's personal decision-making while laying out a succession plan. In this process, whether Huida can continue to develop efficient new products and new technologies, and how competitors respond, will be the focus of observing the overall AI industry technology development and investment trends, and supply chain research can provide an important basis for judgment.