Taiwan's chip show will go on — with or without Jensen Huang

Résumé détaillé

Tech analysts say TSMC's grip on the AI industry's hunger for semiconductors should keep its business going, no matter who helms Nvidia.

Jensen Huang is the face of TSMC's biggest customer and one of its most famed supporters, but the firestorm surrounding his affair likely won't dent business for the foundry, analysts say. Even if the Nvidia CEO steps down, there shouldn't be much direct impact on the Taiwanese firm, which builds over 90% of the world's most advanced microchips and raked in $122 billion last year, they told Business Insider. "We believe the demand for leading-edge wafers is larger than any one executive, and we see there's no sign of Nvidia slowing down or actually cutting orders from TSMC yet," said William Li, a senior analyst at tech market research firm Counterpoint Research.

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