1. November 10: Taiwan's *Commercial Times* reported that supply chain sources said Nvidia may slow down chip order processing, potentially impacting upstream manufacturers such as TSMC and ASE. If Nvidia reduces orders, the increased capacity released by TSMC could benefit AMD, as well as ASIC chip manufacturers like Broadcom, MediaTek, Alchip, and GUC.
2. November 11: Investment bank Baird downgraded Nvidia's rating and target price, stating that due to uncertainties in US export policies and demand, approximately 10% to 30% of Nvidia's H300 chip pre-orders for next year face the risk of reduction. It's important to note that this percentage refers to pre-orders with potential reduction risks, not the actual scale of confirmed order cuts.
3. November 12: Yonhap News Agency reported that Samsung Electronics and SK Hynix are assessing potential succession scenarios at Nvidia. One company executive stated, "If Jensen Huang is replaced, it will inevitably affect the network of connections among industry leaders. We cannot rule out the possibility of a slowdown in business negotiations or changes to existing plans." Another executive cautioned that changes in regulatory policies or adjustments to Nvidia's product roadmap could complicate the long-term production and investment plans of South Korean chipmakers.
4. November 12: Jukan, a member of Citrini Semiconductor Research, wrote that after midday, rumors began circulating in the Taiwanese market that Nvidia had cut orders by 30%, subsequently leading to a sell-off across AI-related stocks, from CCL (copper clad laminate) and PCB (printed circuit board) manufacturers to wafer foundries.
5. November 12: Reuters reported that as the risk of Jensen Huang's potential departure intensifies, Nvidia's partners and suppliers in Asia are revising their business plans, assessing the potential impact of management changes on capacity bookings, supply chain investments, and long-term partnerships, but there is no evidence yet that suppliers have experienced actual order reductions as a result. 6. November 12: Jukan, a member of Citrini Semiconductor Research, posted again, stating that he had communicated with several funds and supply chain personnel, and that market rumors involved a 30% reduction in CCL (copper clad laminate) orders. However, a source he contacted denied this claim, and no authoritative media outlet has independently confirmed the order reduction news.
7. Overall: The prospect of Jensen Huang's possible departure has fueled rumors of Nvidia cutting orders, but there is currently a lack of conclusive evidence of a large-scale order reduction by Nvidia.
