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[News] NVIDIA Order Cuts Reportedly Loom Amid Huang Controversy; AMD, ASIC Rivals May Gain TSMC Capacity

What happened

According to Commercial Times, NVIDIA is facing growing scrutiny over CEO Jensen Huang's admitted extramarital affair and related national security concerns, and supply chain sources suggest NVIDIA may slow chip orders, potentially affecting upstream suppliers such as TSMC and ASE. If NVIDIA scales back orders, the capacity freed up at TSMC could benefit AMD and ASIC players including Broadcom, MediaTek, Alchip, and GUC; this remains an unconfirmed report. MediaTek is targeting approximately US$16 billion for its first AI accelerator in 2027 and has secured a second customer; Alchip has reportedly secured an ASIC order from a second major U.S. customer and expects revenue to grow in 2027 and 2028. AMD's data center demand continues to exceed supply: Instinct MI455X has entered volume shipments, and several cloud customers and computing capacity buyers have begun deploying their first Helios systems. In Taiwan's AI server supply chain, some AI server orders from Asian customers are reportedly facing renewed reviews, but industry sources say orders and production capacity remain unchanged for now; Taiwanese suppliers of NVIDIA server chassis, racks, and cooling systems have seen no disruptions to orders or shipments. Separately, Reuters reports approximately 600,000 H200 chips are held in Hong Kong pending Beijing's approval for large-scale imports; however, H200 accounts for only a small share of Taiwanese server assemblers' shipments, and Taiwanese ODMs' focus has shifted to B300, GB300, and the Vera Rubin platform, which is gradually entering mass production and delivery, so the overall impact appears limited so far.