Hsu Sheng-hsiung: Taiwan Supply Chain Is Highly Resilient
Kinpo Compal Group Chairman Hsu Sheng-hsiung attended the K. T. Li Award ceremony on the 10th and said before the event, in response to media questions, that Taiwan's supply chain is highly resilient and will not be affected by NVIDIA CEO Jensen Huang's extramarital affair scandal. He said he only learned of the matter from news reports and did not previously know Huang Le, the woman involved, nor know who she is. When asked by the media whether he had met Huang Le at the trillion-dollar banquet, he only responded that he did not know this person, and then entered the venue.
Barry Lam Gave No Response and Entered Directly
Quanta Chairman Barry Lam, who also attended the ceremony, did not respond to media questions about whether he was worried about the impact on the country's semiconductor supply chain, and entered the venue escorted by bodyguards and the organizers. The K. T. Li Award ceremony held that day honors those with major contributions to the country's technology industry and policy. Because Jensen Huang was involved in an extramarital affair, and Huang Le is suspected of being a Chinese spy, there are concerns the case could affect the country's semiconductor supply chain.
NVIDIA Falls 4.27%, Taiwan Stocks Rise for Two Consecutive Days
On the market side, NVIDIA shares fell 4.27% on the 9th to US$178.67 per share. For Taiwan stocks, the market closed on the 10th up 1050.22 points, or 2.52%, while on the 9th it rose 1960.06 points, or 4.94%. Related analysis points to possible factors including a rebound in U.S. tech stocks, the National Stabilization Fund announcing market support, and the Financial Supervisory Commission announcing short-selling restrictions. For now, Taiwan stocks do not appear to have been seriously affected.
NVIDIA Sets Up Special Committee Investigation, U.S. Side Launches Investigation
In response to the case, NVIDIA's board of directors has announced the establishment of a special committee to conduct an independent investigation, with both the board and Jensen Huang emphasizing at the outset that there is currently no reason to believe that NVIDIA's core company secrets or U.S. national security have been harmed. Until the committee's findings are released, Jensen Huang will continue to serve as CEO, but the U.S. House of Representatives has asked Jensen Huang to attend a closed-door briefing on the 18th, and the U.S. Federal Bureau of Investigation has also launched an investigation into Huang Le. It is reported that Huang Le formerly served as an executive at Singapore data center company Megaspeed, which purchased products worth up to US$4.6 billion from NVIDIA within less than three years of its founding. The U.S. side suspects she collected intelligence through an intimate relationship, prompted Jensen Huang to lobby the White House to relax chip export restrictions, and even helped divert regulated AI chips to China. In response, Chinese Foreign Ministry spokesperson Guo Jiakun rebutted that the allegations are pure speculation, slander and smears.