Will Huang Jen-Hsun step down and impact Taiwan’s supply chain? Wan Hai Chen Boting: The governor’s attitude has a greater impact

[Reporter Wang Yihong/Taipei Report] Will the resignation of Huida founder Huang Renxun affect the supply chain of Taiwanese factories? Chen Boting, chairman of Wanhai, pointed out that Huang Renxun's resignation will have some impact on Taiwanese factories, but not too much. The attitude of the governors of the United States is more important, and the governor's decision-making influence is greater than that of the House of Representatives and the Senate.

Chen Baiting said that geopolitical competition and national interest wrestling have always existed. After the incident, all countries must strive for their own country's best interests. Huida's national security concerns have a limited substantive impact on Taiwanese factories, mainly because Taiwan mainly plays the role of "selling shovels", and ASIC also accounts for a considerable proportion, so the overall impact is relatively limited.

As for whether the high-tech national security concerns caused by Huida will spill over to Southeast Asia and China, thereby reshaping the global trade order and affecting the shipping market, Chen Boting said that geopolitics and competition are the norm, and all countries use this to strive for national interests and bargaining chips. Compared with the single incident of Huida, local elections in the United States (such as the re-election of governors) have a more critical impact on the strict scrutiny of subsequent data center construction.