Huida CEO Huang Renxun admitted that he had an affair with a Chinese woman Huang Le (also known as Alice Huang) from the Singaporean company Megaspeed, and Huang Le is suspected of being a Chinese spy. In this regard, writer Zhao Xiaohui analyzed that "Old Huang" is not a brainless person. He is a top actuarial expert in terms of chip expertise and business layout. The reason why Huang Le was able to successfully penetrate Huida's business was obviously because of the CCP's guidance behind the scenes.
Zhao Xiaohui said on Facebook today (9th) that whether a successful man should accept an extramarital affair, the considerations are "no responsibility", "it won't change my current situation", and "you won't make a fuss about status". CCP agents are well aware of this kind of human nature, so female agents who specialize in dealing with rich people usually adopt personas such as "I understand you" and "I can share your worries and relieve you, but it won't change your current situation".
Zhao Xiaohui believes that men like confidants who are "sensible and knowledgeable". This will make men mistakenly believe that the dominance and rhythm are always in their hands, and then they will gradually relax their guard and compromise with female agents.
Zhao Xiaohui pointed out that Huang Renxun once publicly claimed that "the success of Huida was caused by 30 years of extremely painful anxiety and workaholic state." Therefore, what Huang Le brought to Huang was not necessarily physical stimulation, but the emotional value of a soul mate, giving him an understanding that few people could give him, allowing him to completely relax when he was alone in private, and eventually developed into a private relationship.
Zhao Xiaohui speculated that the time and place for the two people's tryst may have been Huang's business trip around the world, private dinners during the trip, and closed-door guest houses. Moreover, such female agents are very good at pretending at the beginning. In order to deceive Huang, Huang Le showed that he was extremely professional in business negotiations and never mentioned the exchange of interests when getting along in private. Such a sense of propriety would make Huang mistakenly think that this was pure soul resonance, and completely let go of his guard.
Zhao Xiaohui analyzed that once a close relationship is established, Huang Le will not be stupid enough to immediately ask Huang Renxun for a flash drive or confidential source code. He will only hide it in daily life details, such as chatting about "There is a lot of pressure during this period", "What should I do if the US government controls are tightened again?", "Can the production capacity of the next generation architecture really keep up?", etc., to get the White House's trump card and timetable on the chip control policy from Huang Le.
Zhao Xiaohui said that the next step is to follow the clues. Huang Le can give Huang Renxun what he wants, make suggestions or guide him to satisfy Lao Huang's business ambitions. For example, Huang Renxun believes that "computing power should be available to the whole world" and disagrees with the U.S. government's ban on frequently blocking the Chinese market. Huang Le may grasp this key point and continue to brainwash Huang Renxun's "technology knows no borders" and other arguments.
In addition, Huang Le may also provide suggestions for Huang Renxun to exploit loopholes in regulations and induce Huang to believe that expanding through Singapore's third-party cloud partners (such as Megaspeed) will not only be legal and compliant, but also create billions of dollars in revenue for Huida.
Zhao Xiaohui pointed out that of course Huang Le alone would not be able to take down Lao Huang. There is clearly a dragnet tailor-made by the CCP for Lao Huang behind the scenes. The four major focuses are the "top-level strategic command" led by the CCP's intelligence agency and the capital injection from China Electronics Technology Corporation (CETC) and other countries; and the "business springboard for washing the origin" of using Singapore's Megaspeed to purchase regulated GPUs from Huida in large quantities and leasing the computing power to Chinese technology giants.
In addition, Huang Le himself has a high-level background in official media and foreign finance. He combines "high-level customers" and "intellectual industry confidants" to create "Huang Le's personal profile". After the two broke the public-private boundary in private communication, established an intimate relationship and left a record, they then used "illicit love" to contain the family reputation and the company with a huge market value, weakening Huang's business judgment and negotiation autonomy.
Zhao Xiaohui believes that Huang Renxun's confession to the outside world of his extramarital affair with Huang Le was indeed a "stop loss", which not only prevented Huang Le from being able to manipulate him anymore, but also prevented the bad news from being released at once, and the U.S. stock futures market did not evolve into a panic bottomless collapse.
Zhao Xiaohui said that within Huida, Huang Renxun is still the best choice for CEO. However, according to Huida’s code of conduct for internal employees and senior managers, having a close relationship with a customer or supplier executive is a major potential conflict of interest. Even if the investigation determines that Huang has not leaked national security secrets, his independent discretion on major commercial contracts may be taken back by the board of directors and forced to take a back seat.
Zhao Xiaohui pointed out that the relationship between Huang Renxun and the White House and the U.S. Congress is the troublesome part, because Congress should investigate how many chips Megaspeed behind Huang Le smuggled into China and what policy trump cards Huang revealed. This will be a political war of attrition that will last for months or even years.
Zhao Xiaohui analyzed that the U.S. Department of Commerce will "predict the enemy to be strict". In the future, every large order sold by Huida to Singapore, the Middle East or Southeast Asia will face unprecedented penetrating review. It is a foregone conclusion that the shipping cycle will be lengthened and compliance costs will skyrocket.
Zhao Xiaohui pointed out that after Huida outsourced its business, the biggest direct beneficiary was Advanced Micro Devices (AMD). After all, it has one of the few ready-made alternatives on the market that can compete head-on with Huida in the field of high-end general-purpose AI GPUs, and has become the second source of supply for cloud giants (Microsoft, Meta, Oracle).
However, Zhao Xiaohui emphasized that the one that will truly break the market monopoly and capture the largest market share in the mid- to long-term will be the customized ASIC camp formed by Broadcom and cloud giants. The accelerated rise of the ASIC ecosystem will dilute and dismantle the absolute advantage of the software moat.
As for TSMC, Zhao Xiaohui pointed out that no matter whether orders flow to Huida, AMD, Google or Broadcom, advanced processes are still manufactured by TSMC and are not affected by the transfer of terminal brands.
