Sighing that there are early signs of Huang Renxun’s great changes, Xie Jinhe: The impact on the supply chain needs to be re-evaluated

NVIDIA CEO Jen-Hsun Huang’s extramarital affairs have been exposed in a series, which has attracted great attention from the outside world. (Bloomberg)

[Instant News/Comprehensive Report] A series of extramarital affairs broke out at NVIDIA CEO Jen-Hsun Huang. First, it was revealed that he was having an affair with Huang Le, a former senior executive of the Singapore data center company Megaspeed who was suspected of being a Chinese spy. Later, it was revealed that he was having an affair with Kimberly Powell, Vice President of NVIDIA's healthcare business. Huang Jen-Hsun resigned as the company's president, CEO and board member. Xie Jinhe, chairman of Caixin Media, said bluntly that in the past he had worried about Huang Renxun's excessive obsession with the Chinese market. He believed that Huang Renxun's resignation may lead to an investigation by the U.S. Congress. The impact on Taiwan may be rippled, and the impact on the supply chain must be slowly evaluated.

Xie Jinhe posted a post on Facebook with the title "A strong dragon has regrets! The past is like a cloud of smoke" and pointed out that he slept until 4:30, got up and looked at Huida's stock price. It fell to an intraday low of 148.8 US dollars, leaving a market value of 3.586 trillion US dollars. Compared with the highest price of US$243.37 on September 6, with a market value of US$5.865 trillion, this Huang Jen-Hsun scandal has caused Huida’s market value to evaporate US$2.279 trillion, which is approximately NT$74.75 trillion.

Xie Jinhe said that this storm is coming quickly and fiercely, and many people are more concerned about what the future of AI will be like without Huang Renxun. How big will the impact on Taiwan be? After all, Taiwan's prosperity in the past three years has been largely built up by Huang Renxun. When Huang Renxun steps down from the temple, I'm afraid we won't be able to see him visiting night markets with the people and having grand banquets.

Xie Jinhe mentioned that when he woke up in the morning, he saw someone drawing a chart on the Internet to sort out his worries about Huida over the past year. One of them is that Huang Renxun's excessive obsession with the Chinese market may put Huida into major risks! The current breach is Huang Le. In addition to her personal relationship with Huang Renxun, intelligence also showed that she was a spy deployed by China.

Xie Jinhe revealed that his questions about Huang Renxun started when Huang wore a Tang suit. Originally, it was understandable to do as the Romans did when entering the country, but if you look carefully at Huang's attitude towards both sides of the Taiwan Strait, you can see some clues in the subtleties. The AI ​​supply chain built by Huang Renxun is concentrated in Taiwan, and Taiwan is also great because of AI. However, no one has seen photos of him with President Xiaoying and President Lai. It is obvious that he abides by Beijing's taboos, and his political sensitivity can be seen.

Xie Jinhe pointed out that secondly, in the new era when the United States and China compete with AI as their national strength, he and Musk are Trump’s only red-top businessmen. At this time, China uses a honey trap to break through, uses Huang Renxun to influence Trump, and also uses Huang Renxun to break through the high-end chip blockade strategy. Huang Renxun has repeatedly emphasized that blocking Chinese chips will allow China to break through on its own. He even said that China's AI may be better than the United States, but he later changed his mind.

Xie Jinhe said that this scandal occurred after the U.S. midterm elections on November 3. It seemed that the U.S. establishment was preparing to slander the emperor. From the New York Times to the news, to Huang Jen-Hsun admitting the scandal, and then resigning. There may be a congressional investigation later, and the impact on Taiwan may be rippled. And this radiation is so powerful that underground chip transfer stations in Southeast Asia may have been blocked in the past.

Xie Jinhe analyzed that Singapore's role has changed, and Anwar's Malaysia will be greatly affected. This year he went to Penang and Johor. Malaysia is like a new base for AI, and China's data centers are all built in Johor. Alibaba's stock price has plummeted in the past few days, which may be a reflection of this bad news. TSMC ADR still stands above $400, which is stronger than expected. The impact on Taiwan’s supply chain must be slowly assessed.

Xie Jinhe bluntly said that AI regulations in the United States will definitely become stricter, and many companies in Taiwan that are treading two boats will gradually emerge in the future. In recent years, many people in the business community have said that politics is politics and economics is economics, but in the end it is politics that determines economics. If the two sides of the Taiwan Strait remain hostile, business may be based on floating sand!

Xie Jinhe also lamented that Huida and Huang Renxun have undergone tremendous changes in the past two months. This is the most shocking lesson this year, and it also reminds him of Jacky Cheung's words of "kissing goodbye": the past is like a cloud of smoke! I wonder when I can see Huang Jen-Hsun again?