从存储芯片强国韩国到先进芯片制造枢纽台湾，美国芯片巨头英伟达在亚洲的合作伙伴和供应商正在重新拟定计划，以防首席执行官黄仁勋因两起婚外情报道而被罢免。
US chip giant Nvidia's partners and suppliers across Asia, from memory chip powerhouse South Korea to advanced chipmaking hub Taiwan, are redrawing plans in case Chief Executive Jensen Huang is ousted over reports of two extramarital affairs.
一名熟悉内情的消息人士向路透社透露，英伟达（NVDA.O）董事会将于周三晚些时候开会决定黄仁勋的去留。这标志着策略的急剧转变，而在周日时，董事会还曾对黄仁勋及其领导团队表达信任。
Nvidia's (NVDA.O) board is meeting late on Wednesday to decide on Huang's future, a source familiar with the matter told Reuters, in a sharp shift of tactics from Sunday, when the board expressed confidence in Huang and his leadership team.
“我们将支持英伟达需要的任何产能，但新任CEO可能不会像黄仁勋那样激进，”台湾一家供应商的一位高管表示。由于担心如果继任者在锁定制造产能方面不够迅速，自己公司的扩张速度可能会放慢，他表达了这一担忧。由于事态敏感，该高管要求匿名。
"We will support whatever capacity Nvidia needs, but the new CEO may not be as aggressive as Jensen," said an executive at a Taiwan supplier who feared his company's expansion could slow if a successor was not as quick to tie up manufacturing capacity. The executive sought anonymity because the subject is a sensitive one.
黄仁勋从未指定过继任者，但分析师和投资者认为有两人特别有可能是人选，至少在短期内如此：英伟达的超级工程师伊恩·巴克和首席财务官科莱特·克雷斯。
Huang has never anointed a successor, but analysts and investors see two candidates as particularly likely, at least for the short term: Nvidia's uber-engineer Ian Buck and Chief Financial Officer Colette Kress.
黄仁勋遭遇的任何挫折都可能剥夺人工智能行业最直言不讳的倡导者之一。
Any setback for Huang could deprive the AI industry of one of its most vocal champions.
他的长期战略和方向将这家芯片巨头不断膨胀的现金储备变成了一座战争金库，用于资助从人工智能云计算提供商、供应商到各大实验室的各类公司。
His long-term strategy and direction have turned the chip giant's swelling cash pile into a war chest to fund companies ranging from AI cloud-computing providers and suppliers to the biggest labs.
Counterpoint Research研究副总裁尼尔·沙阿表示：“如果没有他掌舵，我们可能会看到英伟达方面放缓对生态系统层面的全新激进投资，以及利润丰厚的人工智能双边基础设施交易。”
"Without him at the helm, we will likely see a slowdown in new, aggressive ecosystem-level investments and lucrative bilateral AI infrastructure deals from NVIDIA side," said Neil Shah, vice president of research at Counterpoint Research.
这位英伟达的长期领导人在频繁访问台湾期间建立了一个强大的供应商网络，以巩固与台积电（2330.TW）、富士康（2317.TW）和纬创（3231.TW）等主要制造合作伙伴的关系。
The longtime Nvidia leader has built a strong supplier network in Taiwan during frequent visits to strengthen ties with key manufacturing partners such as TSMC (2330.TW), Foxconn (2317.TW) and Wistron (3231.TW).
今年5月，他曾表示英伟达计划每年在台湾投资约1500亿美元。
In May, he said Nvidia planned to invest about $150 billion a year in Taiwan.
天风国际证券分析师郭明𫓹表示：“他能够把工程师们认为可行的技术，变成全公司倾注资源、承接风险并必须交付的产品。”
"He can take technologies his engineers believe are possible and turn them into products the whole company commits resources to, takes risks on, and has to deliver," said Ming-Chi Kuo, an analyst at TF International Securities.
“这就是为什么供应链能获得如此强的订单能见度，并且愿意跟进激进的规格升级。”
"That's why the supply chain gets such strong order visibility and is willing to keep up with aggressive spec upgrades.
“这也迫使竞争对手效仿，从而推动了整个人工智能行业的 tehnology 升级和供应链投资。”台积电股价下跌2%，SK海力士（000660.KS）下跌1.6%，三星电子（005930.KS）上涨0.8%。台积电、SK海力士和三星没有立即回应置评请求。
"It also forces competitors to follow, which drives technology upgrades and supply chain investment across the entire AI industry." Shares in TSMC traded 2% lower, while SK Hynix (000660.KS) fell 1.6%. Samsung Electronics (005930.KS) rose 0.8%. TSMC, SK Hynix and Samsung did not immediately respond to requests for comments.
路透社周四报道称，在中国，由于担心丑闻可能促使华盛顿收紧对远程访问先进处理器的限制，人工智能公司正寻求确保获得英伟达芯片的海外渠道。
In China, AI companies are seeking to secure overseas access to Nvidia chips, concerned that the scandal could spur Washington to tighten curbs on remote access to advanced processors, Reuters reported on Thursday.
韩国是英伟达人工智能芯片所用高带宽内存主要供应商的所在地，韩国企业正在评估领导层更迭可能对它们与这家美国公司不断扩大的合作关系意味着什么。
Companies in South Korea, home to key suppliers of the high-bandwidth memory used in Nvidia's AI chips, were assessing what a leadership change could mean for their expanding ties with the US firm.
英伟达与内存芯片制造商SK海力士的母公司SK集团正在推进一项价值约5000亿美元的人工智能计划，涵盖大规模数据中心和下一代芯片。
Nvidia and SK Group, parent of memory chipmaker SK Hynix, are pursuing an AI initiative encompassing large-scale data centres and next-generation chips valued at about $500 billion.
在建立和深化英伟达与韩国商界领袖的关系方面，黄仁勋已将合作伙伴关系从半导体扩展到机器人和人工智能工厂。
In forging and deepening Nvidia’s ties with Korean business leaders, Huang has extended partnerships beyond semiconductors into robotics and AI factories.
韩国互联网公司Naver（035420.KS）创始人李海珍访问美国时，黄仁勋曾在白板上亲手画出了合作路线图，李海珍如是说。
He personally sketched a roadmap for collaboration on a whiteboard when Lee Hae-jin, founder of South Korean internet firm Naver (035420.KS), visited the US, the latter said.
与英伟达有业务往来的韩国一家芯片公司的官员表示：“多年来，我们与黄仁勋建立了牢固的联系。”他提到每当需要讨论业务问题时，黄仁勋都平易近人。
"We’ve built strong ties with Huang over the years," said an official at a South Korean chip company with business ties to Nvidia, citing Huang's accessibility whenever business matters needed to be discussed.
“我们最大的疑问是，潜在的继任者是否会与我们保持同样良好的关系。”奥姆迪亚首席分析师苏连杰表示，黄仁勋的离职可能会改变英伟达的长期方向，其执行力的任何放缓或产品路线图清晰度的丧失都可能给竞争对手留下更多迎头赶上的空间。
"Our biggest question is whether a potential successor would maintain the same favourable relationship with us." Lian Jye Su, chief analyst at Omdia, said Huang's exit may shift Nvidia's long-term direction and any slowdown in its execution or loss of clarity over its product roadmap could give rivals more room to catch up.
尽管如此，一些投资者和分析师预计，领导层的任何变动只会产生有限的即时影响。
Still, some investors and analysts expect limited immediate impact from any change of leadership.
持有英伟达股份的牛头怪资本公司投资组合经理兼共同创始人阿尔米娜·罗森伯格表示：“英伟达在未来一两年内将出货的芯片已经完成设计并投入生产，其客户2027年的支出计划并不取决于谁来管理这家公司。”
"The chips Nvidia will ship over the next year or two are already designed and in production, and its customers’ 2027 spending plans don’t depend on who runs the company," said Armina Rosenberg, portfolio manager and co-founder of Minotaur Capital, which holds Nvidia shares.