Nvidia Leadership Change Could Shift Foundry Race Between Samsung and TSMC

At a glance

According to the article, Jensen Huang has stepped down as Nvidia CEO, but AI chip production is unlikely to move right away. Nvidia has relied on Taiwan's TSMC to make its chips, and TSMC still leads in advanced manufacturing and packaging. If chipmakers push to diversify suppliers, Samsung Electronics could gain new opportunities.

Key points

• Nvidia named CFO Colette Kress as interim CEO and plans to keep its current business schedules.
• AI chips need long validation from design through production and packaging, so supply chains rarely change quickly.
• TSMC has strength in advanced packaging (CoWoS) that combines chips with memory.
• Samsung Electronics offers memory, foundry, and packaging under one roof, so it can provide integrated services to customers.

Why it matters

If AI chip supply chains shift, domestic chipmakers' orders and earnings could be directly affected.

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