Nvidia's stock price dropped sharply after news broke that Nvidia CEO Wong In-hoon might be sacked. According to market analysts, this is due to concerns about the management vacuum caused by the founder's departure. At the same time, AMD and Broadcom are seen as alternative suppliers, which are expected to be favorable, and stock prices will rise in response. According to market interpreters, the weakening of Nvidia's stock price reflects operating uncertainty. Once Hwang In-hoon leaves office, there are huge variables in the technical route he has led and whether the customer relationship can continue. The rise in AMD stock prices stemmed from market expectations that customers would promote supplier diversification. If Nvidia's management turmoil continues, AMD has an opportunity to seek more opportunities in product verification and procurement negotiations for new projects. Broadcom shares rose, but Intel shares fell after the market. Nvidia's crisis did not benefit all of its competitors. Some companies in the Nvidia ecosystem were also impacted: memory vendor Micron later fell about 2%, and GPU cloud vendor Coreweave fell 6%. The market believes that supply chain business uncertainty is already reflected in stock prices.

Nvidia's stock price dropped sharply after news broke that Nvidia CEO Wong In-hoon might be sacked. According to market analysts, this is due to concerns about the management vacuum caused by the founder's departure. At the same time, AMD and Broadcom are seen as alternative suppliers, which are expected to be favorable, and stock prices will rise in response. According to market interpreters, the weakening of Nvidia's stock price reflects operating uncertainty. Once Hwang In-hoon leaves office, there are huge variables in the technical route he has led and whether the customer relationship can continue. The rise in AMD stock prices stemmed from market expectations that customers would promote supplier diversification. If Nvidia's management turmoil continues, AMD has an opportunity to seek more opportunities in product verification and procurement negotiations for new projects. Broadcom shares rose, but Intel shares fell after the market. Nvidia's crisis did not benefit all of its competitors. Some companies in the Nvidia ecosystem were also impacted: memory vendor Micron later fell about 2%, and GPU cloud vendor Coreweave fell 6%. The market believes that supply chain business uncertainty is already reflected in stock prices.