
Huida CEO Huang Jen-Hsun revealed that the scandal was related to a Chinese beauty spy, and the market focused on the impact on the supply chain of Taiwanese factories and the 13 trillion capital risk. Minister of Economic Affairs Gong Mingxin said that global high-end AI servers must cooperate with Taiwan, and the general trend will not change due to the movements of a single individual.
AI-generated summary
Rumors of Huida CEO Huang Jen-Hsun's extramarital affair and scandals related to Chinese espionage have triggered concerns about Huida's top management changes and Taiwanese factory supply chain orders.
Huida CEO Huang Renxun was revealed to have had an extramarital affair. This scandal was also related to a beautiful Chinese spy. Huida's stock price was "Jenxun Huanghuang (sounds like a panic)", and Huang Renxun may even be dismissed from his position. Minister of Economic Affairs Gong Mingxin responded in an interview today (12th) that almost only Taiwan can produce and ship high-end AI servers in the world. "As long as Huida still wants to go in the direction of AI, it must cooperate with Taiwan. This is what we are proud of. The best supply chain is with us."
The media is concerned that Huida is an important customer of TSMC. The recent extramarital affair scandal of Huang Jen-Hsun has also affected the prospects of AI server, cooling, power supply and other industries. If Huang Jen-Hsun is really removed from his position by Huida's board of directors, will the Ministry of Economic Affairs assess the impact on Taiwanese factory supply chain orders? In addition, after the US midterm elections, will it affect the investment of major technology companies?
Gong Mingxin said that the Ministry of Economic Affairs has continued to understand the operating conditions of various companies. After the U.S. midterm elections, the Ministry of Economic Affairs has inquired about the order status of individual manufacturers. In the short term, it seems to be okay, but it will continue to be monitored in the long term. As for the recent incident of Huang Renxun, because Huang Renxun is not the only one who supports the AI trend, many people have similar views. Therefore, the general trend will not change greatly because of Huang Renxun's personal movements. This should not be the case, but we will continue to observe.
The media is concerned that Huang Renxun has always been friendly to Taiwan. If the CEO is replaced, whether Huida will change its attitude towards cooperation with Taiwan. Gong Mingxin pointed out that only Taiwan can produce, assemble and ship high-end AI servers in the world. "As long as Huida still wants to go in the direction of AI, it must cooperate with Taiwan. This is what we are proud of. The best supply chain is with us, and we must continue to control this supply chain."
The media continues to be concerned about the NT$13 trillion capital risk; scholars estimate that Huida’s financial commitment to the AI industry is as high as NT$13 trillion. If AI investment shrinks, will it have an impact on Taiwanese factory orders?
Gong Mingxin responded that as just said, if the AI trend still exists, it will not have a big impact just because of one person’s movements. For example, he attended the 2026 Ministry of Economic Affairs Electronic Information International Partner Outstanding Manufacturer Award Ceremony (IPO) yesterday. Awards), the latest statistics are that the purchase amount of Taiwan by major international electronic information manufacturers this year is estimated to reach 325.8 billion U.S. dollars, an annual increase of 24%, breaking the 300 billion U.S. dollar mark for the first time. The strong momentum of AI computing power has also simultaneously boosted my country's export performance. In addition, several business friends told him that there are now many more orders that are expected to be delivered next year than this year, and this will not change just because of Huang Renxun. The manufacturers that place orders are not only Huida, but other major manufacturers also have large orders.
AI outlook — possibilities, not facts
The Ministry of Economic Affairs will continue to monitor the order status of individual manufacturers and the follow-up to the Jen-Hsun Huang incident.
Very likely · Within weeks

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