Nvidia CEO Exit Raises Questions Over Future Chip Capacity Plans

Jensen Huang’s departure as Nvidia CEO has raised questions about future chip-capacity expansion, with a Taiwanese supplier executive warning a successor may be less aggressive in securing production.

Huang stepped down Nov. 12. CFO Colette Kress is serving as interim CEO while Nvidia’s board searches for a permanent replacement, considering both internal and external candidates. Chairman Harvey Jones said the board expects operations, customer commitments and the product roadmap to continue without interruption.

The supplier executive’s concern is that a different approach to reserving capacity could slow Nvidia’s expansion. Taiwan’s benchmark Taiex rose 2.72% to 44,263.25 at 8:14 p.m. ET Thursday (01:14 UTC Friday). Taiwan Semiconductor Manufacturing Co. (TSMC) gained 1.5%, while server maker Wiwynn climbed 6.37%.

Nvidia shares closed 4.34% lower at $166.19 in the U.S. session earlier Thursday, after falling as much as 14% intraday. TSMC’s U.S.-listed shares lost 1.9% to $405.49.

Minotaur Capital co-founder Armina Rosenberg said chips scheduled for shipment over the next one to two years are already designed and in production, and customer spending plans for 2027 do not depend on who leads Nvidia. The company is scheduled to release fiscal third-quarter results Nov. 17.