Jen-Hsun Huang's resignation has impacted the expansion of AI, and suppliers in Taiwan and South Korea are worried about adding variables to their layout.

With Huang Jen-Hsun resigning, Taiwan and South Korea suppliers may need to re-formulate their layout plans.

Reuters reports that Huida's Asian partners and suppliers, from South Korea's memory giant to Taiwan's advanced chip maker, are reworking their plans in response to the ouster of Chief Executive Jen-Hsun Huang amid revelations of a series of extramarital affairs.

A Taiwanese supplier executive said, "We support the production capacity Huida needs, but the new CEO may not be as active as Huang Jen-Hsun." He worries that if the successor does not lock in production capacity as quickly as Huang Jen-Hsun, the company's expansion may slow down.

Jen-Hsun Huang's departure will deprive the artificial intelligence (AI) industry of one of its most active advocates. Neil Shah, vice president of research at Counterpoint Research, said, "Without Huang's leadership, we may see Huida's investment in aggressive new ecosystem levels and lucrative bilateral AI infrastructure transactions slow down."

Huang has established a strong supplier network through frequent visits to Taiwan. In May this year, he announced Huida's plan to invest US$150 billion in Taiwan annually.

Tianfeng International analyst Ming-Chi Kuo said, "Huang Renxun can transform technologies that engineers think are feasible into products that the entire company invests resources, takes risks, and must deliver. This is why the supply chain can achieve such strong order visibility and is willing to keep up with the aggressive pace of upgrades. This also forces opponents to follow up, thereby promoting technology upgrades and supply chain investments in the entire AI industry."

South Korea is a key supplier of high-bandwidth memory required by Huida AI. Lee Hae-jin, founder of South Korean Internet company Naver, said that during his visit to the United States, Huang Renxun personally outlined a cooperation roadmap on a whiteboard.

A senior Korean chip company executive who has business dealings with Huida said, "We have built a solid relationship with Huang Jen-Hsun over the years." He pointed out that Huang Jen-Hsun is very approachable whenever we need to discuss business issues. "Our biggest question is whether our successor can maintain the same good relationship with us."

Omdia chief analyst Lian Jye Su said Huang's departure could change Huida's long-term development direction, and any slowdown in execution or ambiguity in the product roadmap could give rivals more opportunities to catch up.