Will Jen-Hsun Huang’s resignation be detrimental to air cargo? Taiwan Hua Yan Yicai: Demand for AI is still there and air cargo is booming

[Reporter Wang Yihong/Report from Taipei] With the resignation of Huida founder Huang Renxun, whether the reduction of orders to Taiwan will affect the performance of air cargo, Taihua founder Yan Yicai said that AI will continue to move forward, the demand is still there, and it will still be beneficial to air cargo.

In recent years, the booming shipments of AI-related products have driven up air freight prices, which has put a lot of pressure on the operations of airlines and international logistics companies, which is like taking a big pill.

After Huang Renxun stepped down, will it affect Huida's orders for Taiwan's supply chain, and thus affect the performance of the air cargo market? Yan Yicai said that Huang Renxun's resignation can be said to be all bad news, and it also represents the U.S. government's handling of the matter. The subsequent impact will be to observe whether Huida's chips are resold to China.

Yan Yicai said that after the Democratic Party wins the election, the control of AI security will be strengthened. For the stock market, the stock price cannot be as good as before, but AI is still moving forward because the demand is still there and it is still beneficial to aviation and air transport.