Analysts say Nvidia's leadership change unlikely to disrupt Asian chipmakers in near term

South Korean brokerage Daol Investment & Securities analysts Nam Dae-jong and Kim Yeon-mi wrote that Jensen Huang's exit is unlikely to affect the near-term outlook for the semiconductor industry, including major Asian suppliers such as Samsung Electronics and Taiwan Semiconductor Manufacturing Co. (TSMC). They highlighted that Nvidia's established foundry partnership with TSMC is expected to continue, and that cooperation with Samsung’s 4-nanometer process and high-bandwidth memory (HBM) development is also likely to remain stable.

The analysts cautioned that uncertainty persists around Nvidia's medium- to long-term product roadmap and how the new leadership will coordinate with partners across the AI ecosystem. They noted that custom AI chips, or ASICs, are emerging as alternatives to Nvidia's GPUs, but warned that rising competition should not be taken as a sign of weakening demand for memory semiconductors such as HBM.

ASUS Co-CEO S.Y. Hsu told CNBC's "Squawk Box Asia" that the leadership change is unlikely to alter Nvidia's competitive advantages in the near term, though the company will monitor any impact on product quality, service costs and deliveries.

"I think Nvidia's product and the total AI ecosystem, the advantage will not change overnight," Hsu said. He added that ASUS has yet to meet interim CEO Colette Kress and is seeking a meeting to understand any potential strategic shifts.

Other market commentary noted that investors initially brushed aside concerns about the leadership change, focusing instead on the broader AI industry outlook. iM Securities said the impact on the wider semiconductor sector appeared limited, pointing to gains in AMD and Broadcom shares and continued investment demand for AI companies.