Will Taiwan wait until Huang Renxun steps down? Shi Zhenrong: The new successor still has to rely on Taiwan
Quick Look
- Huida CEO Huang Jen-Hsun stepped down amid a scandal.
- Acer founder Shi Zhenrong believes that there will not be much impact.
- Taiwan's core capabilities in the fields of chips and servers cannot be replaced in the short term, and the new successor will still need to rely on Taiwan's supply chain cooperation.
AI-generated summary
Why It Matters
Huida CEO Huang Jen-Hsun stepped down due to the scandal, and the market is paying attention to whether this incident will severely damage Taiwan Huida's supply chain. Acer founder Shi Zhenrong expressed his views in an interview with the media.
NVIDIA CEO Jen-Hsun Huang stepped down amid a scandal. Will the market seriously damage NVIDIA's supply chain? Shi Zhenrong, founder of Acer Group, said that Taiwan's core capabilities cannot be replaced now. When a new successor comes up, Taiwan will still have to cooperate. This is a very real problem. (Photo by reporter Yang Yamin)
[Reporter Yang Yamin/Taipei Report] NVIDIA CEO Jen-Hsun Huang stepped down amid a scandal. Will the market seriously damage NVIDIA's supply chain? Shi Zhenrong, founder of Acer Group, said that Taiwan's core capabilities cannot be replaced now. When a new successor comes up, Taiwan will still have to cooperate. This is a very real problem.
Shi Zhenrong bluntly said, "It won't have much impact." The core capabilities built by Taiwan, whether it is chips or servers, cannot be replaced by anyone in the world in the short term. Taiwan is the most trustworthy partner. Huida's new successor will also need to rely on Taiwan's supply chain.
He said that Huida has handed over the task to Taiwan. Taiwan must fulfill its mission and do the best and be the most competitive. Huida has no better choice.
Asked whether AI will be a bubble? Shi Zhenrong said that the general trend of AI is irreversible. As for how to adjust its speed, it depends on the actual situation and the benefits of investment. In fact, the progress is too fast, resulting in a waste of investment, which is not ideal. The entire market economy itself is constantly adjusting.
He believes that people who expect too much will think that speculators are in bubbles. The stock market is inherently ups and downs. If we take a long-term perspective, the general trend is unchangeable. But how much risk each person can bear depends on everyone's judgment. Especially those who think about money are in the wrong direction.
Money has four legs, talent has two legs. To make money, you can only make money by creating value. However, people's blind spot is to use explicit value, and value is implicit value. Therefore, the fluctuation of the stock market does not mean that its value is not there. The fluctuation of the stock market is normal. You must have the concept not to make short-term money.
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What to Watch
AI outlook — possibilities, not facts
Huida’s new successor will continue to rely on Taiwan’s supply chain
Likely · Within months
Open Questions
- The specific reasons and timetable for Huang Renxun’s resignation
- Who will be the new successor of Huida?
- Huida’s specific adjustment plan for supply chain cooperation with Taiwan after Huang Renxun steps down
