It sounds cruel but very realistic. Foreign media: Without Huang Jen-Hsun, Taiwan’s chip drama would still be exciting!

In recent years, Huang Renxun has become one of the most high-profile figures in the artificial intelligence industry, and a large part of artificial intelligence relies on Huida's graphics processors. At the same time, Huida is TSMC's largest customer, contributing about one-fifth of TSMC's revenue. Huang Jen-Hsun's Taiwanese background also solidifies this relationship. He often returns to Taiwan to promote and show his super popularity, which is deeply loved by the people. Whether the controversy surrounding Huang Jen-Hsun's extramarital affair will have an impact on TSMC's business, the US media "Business Insider" reported that Taiwan's chip industry drama will continue to be staged with or without Huang Jen-Hsun.

William., senior industry analyst at market research company Counterpoint Research. William Li said that Huang Renxun is the representative of TSMC's largest customer and one of TSMC's most famous supporters, but the controversy surrounding his extramarital affair may not have an impact on TSMC's business.

Even if Huang Renxun resigns as CEO of Huida, it will not have much direct impact on TSMC, which produces more than 90% of the world's most advanced microchips and had revenue of US$122 billion last year.

"We believe the demand for cutting-edge wafers is greater than any of the executives, and we currently see no signs of Huida slowing down or actually cutting TSMC orders," Lee said.

"The pipeline that really affects Taiwan is policy-driven and has nothing to do with the scandal itself, but mainly tighter U.S. export controls and tighter scrutiny of chips going to China," Lee said. This could affect GPU makers' revenue, and in turn, TSMC. But analysts say this is unlikely.

Lee said that even if Huida's revenue in China declines, other parts of the U.S. hyperscale artificial intelligence industry, due to strong demand for computing power, may fill the gap and purchase TSMC's chips in large quantities.

Gaurav Gupta, vice president and director of emerging market dynamics research at consulting firm Gartner, said, "At this point, we have not seen any impact from the Huida incident on them."

Gupta said losing Huang himself is not a challenge that TSMC should worry about. "Demand for artificial intelligence infrastructure is very strong in a supply-constrained environment," he said, adding that technology leaders "should not be distracted" by the investigation into Huang.

Gupta pointed out that Taiwan's supply chain and TSMC are too important for the artificial intelligence industry. "Slowing down the construction of artificial intelligence data centers is only possible if there are leadership changes or security findings that implicate Huida and negatively impact investor confidence or lead to a slowdown in transactions," he said. Gupta added that this trend will affect the entire semiconductor industry, not just TSMC.

Additionally, when asked about the Jen-Hsun Huang scandal and its potential impact on Huida's relationship with TSMC, a Huida spokesperson told Business Insider: "Our partnership with TSMC and the broader supply chain remains as strong as ever."