Nvidia supply chain: 2027 orders unchanged after Huang exit, some run to 2028
firstadopter · x · 2026-11-13
Jensen Huang resigned as Nvidia CEO, president and board member following an affair scandal; CFO Colette Kress is now interim CEO and Harvey C. Jones became the company's first board chair. The Central News Agency interviewed four Taiwan semiconductor supply-chain executives:
- Orders intact: All orders through 2027 are unchanged; Nvidia's roadmap, design-in validations and 2027 capex plans remain as is. One testing firm has production orders running into 2028.
- Moat effect: GPU platform manufacturing is complex and validation-heavy, so few suppliers qualify — a technical moat protecting incumbent Taiwan suppliers.
- Outlook: One executive sees GPU-vs-ASIC competition possibly shifting toward ASIC, but no AI bubble; another expects minor shipment slowdowns in 2027 while overall AI demand remains strong. One put it bluntly: Nvidia won't exit AI over one person's departure.
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