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BackJen-Hsun Huang resigns. US expert: Huida is still the pillar of the AI ​​industry and will not affect TSMC
Jen-Hsun Huang resigns. US expert: Huida is still the pillar of the AI ​​industry and will not affect TSMC
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自由时报14 minutes agoBusiness3 min readChinaView original

Jen-Hsun Huang resigns. US expert: Huida is still the pillar of the AI ​​industry and will not affect TSMC

Jen-Hsun Huang resigned after the extramarital affair scandal was exposed. U.S. experts expect that China’s chip export controls will be tightened. Huida will have Chief Financial Officer Chris as its interim CEO.

Quick Look

  • Huida founder and CEO Jen-Hsun Huang resigned as president and permanent CEO and resigned from the board of directors due to the extramarital affair scandal.
  • Chief Financial Officer Chris served as interim CEO.
  • U.S. experts expect the market to be worried, but Huida will continue to be the backbone of the global AI industry, and the business of suppliers such as TSMC will not be affected.

AI-generated summary

Why It Matters

Huang Renxun is the founder of Huida and is regarded as one of the most important promoters of the AI industry. Recently, the media revealed his extramarital relationship with Huang Le, the former director of Megaspeed, and Power Vice President of Huida Healthcare. Huang Le was identified by the US government as an operator of Chinese intelligence agencies.

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"AI Godfather" Huang Renxun was involved in an extramarital affair scandal. He resigned as CEO of Huida today and resigned from the board of directors. U.S. experts analyze that the market is expected to be worried about Huang Renxun's resignation, but Huida is a company with a market value of several trillion US dollars and will continue to be the backbone of the global AI industry. It is not expected that the business of TSMC or other suppliers will be affected.

Jen-Hsun Huang, the founder of artificial intelligence (AI) chip giant Huida, recently resigned from his position as president and permanent CEO and resigned from the board of directors after it was revealed that he had a close relationship with Chinese businesswoman Huang Le and then was rumored to have had an affair with a subordinate of the company.

Huang Renxun is regarded as one of the most important promoters of the AI ​​industry, and his every move affects the national security and economy of the United States. The outside world is worried about the subsequent impact of his resignation as CEO of Huida.

Ryan Fedasiuk, an AI policy expert and senior researcher at the technology think tank "Foundation for American Innovation", accepted a phone interview with a reporter from Central News Agency today and said that Huang Renxun's resignation is "a sad day for Huida and the US technology industry." But ultimately, Huida and the U.S. technology industry are too important to rely on just one person's shoulders.

Ferry believes that both Huida and the U.S. semiconductor industry will continue to survive and thrive on the basis established by Huang Renxun, and Huang Renxun's resignation is the right move to protect Huida's reputation.

● Jen-Hsun Huang’s extramarital affair affects U.S. security. The U.S. is expected to tighten controls on chip exports to China

Huang's behavior has come under closer scrutiny after recent media reports revealed his close relationship with Alice Huang, the former head of Singapore-based cloud company Megaspeed. The U.S. government has determined that Huang Le is an operator of Chinese intelligence agencies.

The New York Times further reported yesterday that Huang also had an extramarital affair with Kimberly Powell, vice president of Huida Healthcare who reported directly to him.

According to reports, the United States has investigated Megaspeed, suspecting that the company helped China obtain advanced AI chips that are subject to U.S. export controls.

Ferry said he expects the U.S. government to tighten chip export controls to China next. There is a strong cross-party consensus among Republican and Democratic members of Congress and the Trump administration to thoroughly investigate the sale of chips to China and the sales of chips to customers who act as middlemen for China's AI labs.

He analyzed that the exposure of Huang Renxun’s extramarital affair and the business dealings between Huida and Megaspeed have made the outside world want to know more about how high-end semiconductors manufactured by American companies flow into the hands of Chinese end users.

● Huida will remain the pillar of the global AI industry and TSMC’s business will not be affected

Huida is a major chip supplier in the AI industry and maintains extremely close cooperative relationships with Taiwan Semiconductor Manufacturing Co., Ltd. and other Taiwanese AI supply chains. Ferien pointed out that Huida has a strong product line and a huge business, which will not disappear in the short term. Therefore, he does not think that Huang Renxun's personal resignation will have much impact on Huida's production.

He analyzed that the market is expected to be worried about Huang Renxun's resignation. There is no doubt that Huang Renxun has always been a unique force in the US semiconductor industry. Having said that, Huida is a multi-trillion-dollar company with tens of thousands of the world's top engineers and will continue to serve as the backbone of global AI construction in the future. "So I don't expect this to affect the business of TSMC or any other supplier."

● Huida’s selection of new CEO is expected to take weeks to months. Trump calls for Cook to take over

After Huang Renxun resigned, Huida Chief Financial Officer Colette Kress became the interim CEO. The board of directors also started the selection process for the permanent CEO and will consider internal and external candidates. U.S. President Trump later issued a statement saying that only Tim Cook, executive chairman of Apple (Apple), could succeed Huang.

Ferrian pointed out that it will not be easy to replace Huang Renxun, and it is expected that Huida will need weeks to months to find a suitable candidate. However, Huida is currently at the helm of the chief financial officer and the board of directors is in a favorable position. "I believe that Huida will remain a solid pillar of the global AI industry." (Editor: Yang Zhaoyan) 1151113

What to Watch

AI outlook — possibilities, not facts

  • The U.S. government will tighten chip export controls to China

    Likely · Within weeks

  • It will take weeks to months for Huida to find a new permanent CEO

    Very likely · Within months

Open Questions

  • Specific timetable for the selection of Huida’s permanent CEO
  • Will the U.S. government implement new chip export controls to China?
  • The specific performance of Huida’s stock price after Huang Renxun resigned

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This article was originally published by 自由时报.

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