分析人士表示，黄仁勋是台积电最大客户的门面，也是其最著名的支持者之一，但围绕他的桃色风波不太可能动摇这家晶圆代工厂的业务。他们对《商业内幕》表示，即便这位英伟达首席执行官卸任，对这家台湾企业也不大可能产生直接影响。台积电制造了全球90%以上的先进微芯片，去年营收达到1200亿美元。
Jensen Huang is the face of TSMC's biggest customer and one of its most famed supporters, but the firestorm surrounding his affair likely won't dent business for the foundry, analysts say. Even if the Nvidia CEO steps down, there shouldn't be much direct impact on the Taiwanese firm, which builds over 90% of the world's most advanced microchips and raked in $122 billion last year, they told Business Insider.
科技市场研究公司Counterpoint Research的高级分析师威廉·李表示：“我们认为，对先进晶圆的需求大于任何单一高管，而且我们看到英伟达没有任何放缓或实际削减台积电订单的迹象。”咨询公司高德纳的副总裁兼新兴市场动态首席研究员高拉夫·古普塔表示：“目前，我们确实没有看到这场英伟达风波对他们产生影响。”
"We believe the demand for leading-edge wafers is larger than any one executive, and we see there's no sign of Nvidia slowing down or actually cutting orders from TSMC yet," said William Li, a senior analyst at tech market research firm Counterpoint Research. "At this point, we don't really see an impact from this Nvidia fiasco on them," said Gaurav Gupta, VP analyst and chief of research for emerging market dynamics at advisory firm Gartner.
黄仁勋一直处于丑闻的中心，该丑闻涉及他与爱丽丝·黄的关系。《纽约时报》报道称，这名女子曾被美国官员怀疑向北京传递信息。这家市值4.5万亿美元的英伟达的首席执行官兼创始人周日在给员工的一份备忘录中承认，自己曾卷入一段婚外情，但他没有说明对象是谁。英伟达董事会正在调查黄仁勋是否是“外国情报工作”的目标。
Huang has been the center of a scandal that concerns his relationship with Alice Huang, a woman The New York Times reported was suspected by US officials of passing information to Beijing. The CEO and founder of the $4.5 trillion Nvidia admitted in a memo to employees on Sunday that he had engaged in an extramarital affair, though he did not say with whom. Nvidia's board is investigating whether Huang was the target of a "foreign intelligence effort."
在过去的几年里，黄仁勋已成为人工智能行业最受瞩目的名字之一，该行业的很大一部分都由英伟达的图形处理器驱动。与此同时，台积电极大地依赖英伟达的业务，后者是其最大客户，贡献了该代工厂约五分之一的营收。这种关系因黄仁勋的台湾血统而得到巩固，这位首席执行官经常访问自己的家乡，以宣传其以及台积电在人工智能热潮中所扮演的角色。
In the last few years, Huang has become one of the highest-profile names in the AI industry, much of which is powered by Nvidia's graphics processing units. TSMC, meanwhile, relies heavily on Nvidia's business, which is its biggest customer and contributes to about a fifth of the foundry's revenues. It's a relationship bolstered by Huang's Taiwanese roots, with the CEO often visiting his hometown to promote its role — and that of TSMC's — in the AI boom.
分析人士表示，失去黄仁勋本人并不是台积电（即台湾积体电路制造公司）应该担心的挑战。
Losing Huang himself isn't the challenge that TSMC, or Taiwan Semiconductor Manufacturing Company, should worry about, the analysts said.
古普塔表示：“在供应受限的环境中，对人工智能基础设施建设的需求依然强劲。”他补充说，科技领袖“不应该被”针对黄仁勋的调查“分散注意力”。
"Demand for AI Infrastructure build-out is strong in a supply constrained environment," said Gupta, adding that tech leaders "shouldn't get distracted" by the investigation into Huang.
对台积电而言，黄仁勋丑闻带来的最显著威胁可能反而来自华盛顿。美国长期以来一直试图切断中国获取英伟达能够提供的最佳计算硬件的途径，黄仁勋一直对这一举措感到不满。围绕他与爱丽丝·黄关系的审查现在给他带来了难题，因为她曾是新加坡注册公司美速通的高管，美国官员曾怀疑该公司非法向中国运送英伟达芯片。
For TSMC, the most prominent threat from Huang's scandal could instead come from Washington. The US has long tried to cut off China from the best computing hardware that Nvidia has to offer, a move that Huang has chafed against. The scrutiny around his relationship with Alice Huang now opens difficult questions for him, since she was an executive at Megaspeed, a Singapore-registered firm that US officials suspected was illegally sending Nvidia chips to China.
威廉·李表示：“真正能够触及台湾的渠道是政策驱动的，并非与丑闻本身挂钩——主要是更严格的出口管制以及对流向中国的芯片的更多审查。”这可能会削弱这家图形处理器制造商的营收，进而影响台积电。
"The channels that could actually reach Taiwan are policy-driven, not tied to the scandal itself — mainly tighter export controls and more scrutiny of chips being diverted to China," said Li. That could dent the GPU-maker's revenues and in turn affect TSMC.
但分析人士表示，这有些牵强。威廉·李称，即使英伟达在中国的营收下降，美国超大规模人工智能行业渴求算力的其他部分也可能会填补这一缺口，买下台积电的芯片。
But it's a stretch, analysts said. Even if Nvidia's China revenues drop, other parts of the US hyperscale AI industry, hungry for computing power, will likely fill in the gap to buy up TSMC's chips, Li said.
古普塔补充说，台湾的供应链和台积电对人工智能行业而言实在太核心了。
Taiwan's supply chain and TSMC are just too central to the AI industry, Gupta added.
古普塔表示：“只有当任何领导层变动或安全调查牵连到英伟达，并对投资者信心产生负面影响或导致交易放缓时，才有可能放慢某些人工智能数据中心的建设速度。”
"Only if any leadership changes or security findings implicate Nvidia and that negatively impacts investor confidence or slowdown in dealmaking, could it slow down some of the AI data center buildout," Gupta said.
不过他补充说，这种趋势将冲击整个半导体行业，而不仅仅是台积电。
Still, he added, that trend would hit the entire semiconductor industry, not just TSMC.
当被问及黄仁勋的丑闻及其对英伟达与台积电关系的潜在影响时，英伟达的一位发言人对《商业内幕》表示：“我们与台积电及更广泛供应链的伙伴关系一如既往地稳固。”
台积电没有回应《商业内幕》在常规营业时间之外发送的置评请求。
When asked about Huang's scandal and its potential impact on Nvidia's relationship with TSMC, an Nvidia spokesperson told Business insider: "Our partnership with TSMC and the broader supply chain is strong as always."TSMC did not respond to a comment request sent outside regular business hours by Business Insider.