The decision on whether Huang Renxun will stay or go will be made as soon as possible! Samsung and SK Hynix are most afraid of "this incident"

[Financial Channel/Comprehensive Report] NVIDIA CEO Jen-Hsun Huang has been involved in extramarital affairs and suspected Chinese espionage. The board of directors is reported to hold a meeting as soon as today (12th) to discuss whether to replace the co-founder and CEO. The news caused a shock in the industry. South Korea's Samsung Electronics and SK Hynix, which are Huida's important artificial intelligence (AI) chip suppliers, are also paying close attention to it and are closely evaluating possible leadership changes and succession plans. They are worried that if Huang Renxun leaves, it may affect the business relationship and long-term investment layout of both parties.

The Wall Street Journal reported that Huida’s board of directors is preparing to hold a meeting as soon as today to decide on Huang’s departure. The related turmoil involved two accusations of extramarital affairs, one of whom was suspected of being related to a Chinese spy, further elevating Huang's personal controversy to corporate governance and national security concerns.

Regarding Huang Renxun's stay, Korean industry insiders revealed on Thursday that Samsung Electronics and SK Hynix are closely observing Huida's top management trends. Huang Renxun has a close relationship with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Choi Tae-won. Therefore, the outside world is worried that once Huang Renxun leaves Huida, it may affect the communication between the company's senior leaders and existing cooperation plans.

An unnamed Korean company representative said that if Huang Renxun leaves the company, it will inevitably affect the exchanges between industry executives and cannot rule out the possibility of slowing down business negotiations or changes in existing plans.

However, some industry insiders believe that existing supply agreements are unlikely to be affected immediately. Samsung and SK Hynix not only cooperated with Huang Jen-Hsun in the past, but also maintained close contact with other senior executives of Huida, including Senior Vice President Jeff. Jeff Fisher, jointly plan detailed business cooperation content.

In addition, relevant reports pointed out that even if Huang Renxun is replaced, Huida is expected to retain key senior executives to maintain the stability of the management team. At present, the company has no clear succession arrangements, and it remains to be seen how the leadership will adjust in the future.

Korean industry insiders also emphasized that although Huang Renxun has become a representative figure in the AI ​​industry, Huida and even the entire AI industry cannot be equated with a single person. However, if regulatory policies change in the future or Huida's product development blueprint is disrupted, it may still make it more difficult for Korean chip manufacturers to plan for long-term production and investment.