Nvidia’s Asian supply chain prepares for life after Huang

Nvidia CEO Jensen Huang speaks at a conference in San Jose, California, on March 17. | Manuel Orbegozo/The New York Times

Nov 12, 2026

TAIPEI/SEOUL – U.S. chip giant Nvidia’s partners and suppliers across Asia, from memory chip powerhouse South Korea to advanced chipmaking hub Taiwan, are redrawing plans in case Chief Executive Jensen Huang is ousted over reports of two extramarital affairs.

Nvidia’s board is meeting late on Wednesday to decide on Huang’s future, a source familiar with the matter said, in a sharp shift of tactics from Sunday, when the board expressed confidence in Huang and his leadership team.

“We will support whatever capacity Nvidia needs, but the new CEO may not be as aggressive as Jensen,” said an executive at a Taiwan supplier who feared his company’s expansion could slow if a successor was not as quick to tie up manufacturing capacity.

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