AI summary
Summary of article:
After Huang Renxun resigned from the post of head of Huida, the atmosphere at the headquarters was gloomy. Employees were worried that if the successor reorganized the supply chain, the profits and AI business opportunities that Taiwanese manufacturers had enjoyed in the past would be affected.
Huida (Nvidia, also translated NVIDIA) CEOJen-Hsun Huang On the 12th, he officially resigned as CEO, president and director. Employees at Huida’s Santa Clara headquarters reported that from the day Jen-Hsun Huang sent a letter to employees admitting their affair, they had a feeling that Jen-Hsun Huang would soon leave the company. Now that this is true, in the future, when new CEOs take over, supply chain manufacturers may also be reorganized. Huang Jen-hsun’s previous practice of “looking after” Taiwanese factories may no longer exist.
The atmosphere at HUIDA’s headquarters on the 12th was particularly tense. Some people even placed bouquets of flowers at the entrance of the headquarters to say goodbye to Huang Renxun. When asked whether there would be a farewell party or any expression of Huang Renxun’s resignation, Huida staff were reluctant to say more.
An unnamed employee said that in the past, Jen-Hsun Huang was active on behalf of Huida and had always been courting and caring for Taiwanese supply chain manufacturers. This made the employees, who are also from Taiwan, feel honored, and seeing the company’s share price rise made everyone feel very united and proud to say that they are Huida people. Now that Huang has been involved in a scandal, the company has also been involved in national security issues, and may continue to be investigated in the future, which is really disturbing.
President Trump has nominated former Apple CEO Tim Cook to be CEO of HUIDA. An engineer who has worked at Huida and Apple said that Jen-Hsun Huang and Cook have very different personality styles. Cooks are tough at work and require internal competition. The atmosphere of “mutual competition” among Apple employees is quite heavy, and Apple’s attitude towards external supply chain manufacturers is also very strict, and it is unlikely to be particularly good for Taiwanese manufacturers. If Cook really takes over, I am afraid that the style of Huida’s entire company will change drastically, and the internal senior management may also make readjustments.
Technology industry analysts said that looking at Apple’s practices, Micron has publicly complained that Apple’s price bargaining is “cut to the bones”, not to mention undercutting supplier prices, which has always been the practice of major Silicon Valley manufacturers. Even if Cook does not take over, unless Huida’s CEO is replaced, it will be difficult for Taiwan to enjoy the huge business opportunities in AI infrastructure as it did in the past, and the gross profit margins of Taiwanese factories may also decline.
Summary FAQ
-
The atmosphere at Huida’s Santa Clara headquarters was tense and some people even left bouquets of flowers at Huang’s door to say goodbye. Employees were reluctant to say much about organizing a farewell party, indicating that the internal mood was quite sour.
-
Because Jen-Hsun Huang has taken care of Taiwanese supply chain manufacturers for a long time, Taiwanese employees are very motivated; But if the new leadership reorganizes purchasing and cooperation strategies, Taiwanese factories may lose their original profits and orders.
-
The report notes that Cook’s style emphasizes internal competition and is relatively tough on external suppliers. Apple has also been criticized for aggressive price bargaining. If he takes over, Huida’s approach toward Taiwanese factories could be more accommodative and its price negotiations could be tougher.
