GoKawiilAnalysts say Nvidia leadership change won't disrupt Samsung, TSMC supply ties near-term
South Korean brokerage Daol Investment & Securities said Jensen Huang's departure from Nvidia is unlikely to immediately affect semiconductor suppliers like Samsung Electronics and TSMC. Analysts Nam Dae-jong and Kim Yeon-mi noted that Nvidia's foundry partnerships with both companies are expected to continue largely unchanged in the near term.