RT NEWS: With #NVIDIA CEO Jensen Huang facing growing scrutiny, the market is watching for possible chip order cuts. Such a move could affect #TSMC an...

What happened

According to a report reposted by TrendForce, with NVIDIA CEO Jensen Huang facing growing scrutiny, the market is watching for possible chip order cuts by NVIDIA. The report says such a move could affect TSMC and ASE, but could free up TSMC capacity for AMD, Broadcom, and MediaTek. The report is titled 'NVIDIA Order Cuts Reportedly Loom Amid Huang Controversy; AMD, ASIC Rivals May Gain TSMC...', and remains a rumored, unconfirmed possibility rather than an implemented order cut. The source attributes this to the controversy surrounding Huang and the growing scrutiny he faces (Huang Controversy).

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 11/10/2026 · View original source