If Cook is selected to take over Huida, the Taiwanese factory may break into a cold sweat? Experts point out the key points in one sentence: Not suitable

After NVIDIA CEO Jen-Hsun Huang announced his resignation, the market began to name a number of successor candidates. US President Donald Trump even publicly supported former Apple CEO Tim Cook, shouting "Legend succeeds legend." However, the US media "Inc." reported that Patrick Moorhead, founder and chief analyst of technology research organization Moor Insights & Strategy, bluntly stated that Cook and Huang Jen-Hsun have completely different business styles. If he takes over Huida, it will bring new tests to the AI ​​supply chain in Taiwan and other Asia.

Moorhead pointed out that Apple mainly sells products to consumers, and Cook is an excellent operational manager of technology companies, but Huida's CEO must lead the company's technology development route, and customers will invest billions of dollars in accordance with these technology plans. The two companies have different requirements for leadership capabilities. He believes that Cook is not suitable to lead Huida and has a completely different business style from Huang Renxun.

According to "Reuters", the successor candidates currently being discussed in the market include Colette Kress, CFO of Huida, who has served as interim CEO, Ian Buck, a senior director who leads the development of CUDA technology, Rene Haas, CEO of Arm, and Johny Srouji, Apple's head of hardware.

Moorehead said that when Cook succeeded Steve Jobs, he knew he could not run Apple in the same way and did not try to do so. Likewise, no one can fully replicate Huang's management style. Huida currently needs to maintain the speed of technological innovation and the advantages of the CUDA ecosystem, so he prefers to give priority to internal successors.

It is worth noting that Huang Renxun has established close cooperative relationships with Asian supply chains over the years, especially in Taiwan. From TSMC, Hon Hai to Wistron, they are all important partners of Huida. In this regard, "Reuters" quoted a Taiwanese supplier executive as saying that no matter how much production capacity Huida needs, the company will support it, but the new CEO may not be as active as Huang Renxun. If the speed of locking production capacity in advance slows down, his company's pace of expansion may also be affected.

According to Investing.com, Tianfeng International Securities analyst Ming-Chi Kuo pointed out that Cook has excellent operational discipline in cost management, and Huida does have room for improvement in supply chain and cost management. However, Huang Renxun has proven that he can quickly introduce cutting-edge technology into AI chips and maintain rapid commercial iteration.

Ming-Chi Kuo believes that we should closely observe whether Huida changes its strategy of actively booking production capacity in advance and improving component specifications, because these two factors are important reasons for supporting the high price-to-earnings ratio of Huida supply chain companies. He predicts that the organizational adjustments after the succession may not affect Huida's product development and competitiveness until 2028 at the earliest.

As for Trump naming Cook to succeed Jen-Hsun Huang, some people in the industry believe that Cook is good at "profit adjustment" and cost optimization of the supply chain. If this comes true in the future, this may be bad news for Taiwanese manufacturers. However, some investors believe that the chips that Huida will ship in the next one to two years have been designed and put into production, and customers' capital expenditure plans for 2027 are unlikely to change immediately due to the change of CEO.

It is reported that Huida’s board of directors is looking for a permanent successor and will consider both internal and external candidates. There is no sign that the board of directors has included Cook on the list of considerations. It is still unclear whether Cook himself intends to take over.