Nvidia suppliers redraw plans as board weighs Jensen Huang's future

Nvidia suppliers across Asia are revising investment and production plans as the company’s board weighs the future of CEO Jensen Huang after reports of two extramarital affairs. A source familiar with the matter told Reuters the board was meeting late Wednesday after backing Huang earlier in the week. Analysts and investors cited Ian Buck and CFO Colette Kress as possible interim successors. The uncertainty rippled through Nvidia’s supply chain in Taiwan and South Korea, where partners including TSMC, Foxconn and Wistron have benefited from Huang’s aggressive push for AI capacity. TSMC shares fell 2%, while SK Hynix lost 1.6% and Samsung Electronics rose 0.8%. In China, AI companies are also seeking overseas access to Nvidia chips amid concern the scandal could trigger tougher US curbs.