{"schema":"hottub-news/story/v1","story":"st_k6dwwolsavrlm7cewhxq","title":"黃仁勳下台，台積電會失去什麼？台灣AI供應鏈最怕的不是訂單消失！","title_en":"Huang Renxun steps down, what will TSMC lose? The Taiwan AI supply chain fears not losing orders!","outlets":9,"brief":null,"page":"https://hottub.news/stories/story-k6dwwolsav","count":13,"items":[{"id":"n_4q5eirhq7knfdwfw74kq","seq":11030764,"kind":"article","title":"《產業》黃仁勳辭職 黑石財經研判台鏈暫時無憂、有望繼續大啖AI紅利 - 財經","url":"https://www.chinatimes.com/realtimenews/20261114002271-260410","published":"2026-11-14T10:00:00Z","seen":"2026-11-14T10:54:00Z","lang":"zh","country":"TW","source":{"id":"chinatimes.com","name":"chinatimes.com","domain":"chinatimes.com","outlet":{"wikidata":"Q9384489","name":"CTnews","type":"newspaper","country":"TW","designations":["online newspaper","website"]}},"via":"gdelt-gkg-translingual","topics":["economy","science","politics"],"authors":["&#x4E2D","&#x6642","&#x65B0","&#x805E","&#x7DB2"],"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.8100000023841858,"sentiment":"neutral","tone":-0.12999999523162842,"political":0.20000000298023224},{"id":"n_6tiwyvoddgbppam5mxxq","seq":10900526,"kind":"article","title":"黃仁勳辭職後AI供應鏈動向受關注 黑石財經：台廠短期影響有限","url":"https://finance.ettoday.net/news/3271889","summary":"黑石財經13日舉行第三屆「戰略台灣投資論壇」，恰巧是黃仁勳辭職、美國大選後第一個重量級投資論壇。執行長温建勳分析，黃仁勳四日拆彈，先住保輝達實質控制權，再穩住全球AI永動機運轉，台鏈暫時無憂、台股可望接續反彈。 《詳全文...》","published":"2026-11-13T21:00:00Z","seen":"2026-11-13T23:03:31Z","lang":"zh","country":"TW","source":{"id":"kite-feedburner-com-c31c9e","name":"feedburner.com","domain":"feeds.feedburner.com"},"via":"kite-feedburner-com-c31c9e","mentions":2,"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.75,"sentiment":"neutral","tone":-0.17000000178813934,"political":0.25},{"id":"n_bj5ybkam3lzwrxt3vwoa","seq":10797370,"kind":"article","title":"1分鐘讀財經》黃仁勳下台誰最慘？台灣AI鏈最快「這時」受衝擊 二線廠重災區 - 財經","url":"https://www.chinatimes.com/realtimenews/20261113001328-260410?ctrack=mo_money_headl_p010","published":"2026-11-13T16:45:00Z","seen":"2026-11-13T17:56:04Z","lang":"zh","country":"TW","source":{"id":"chinatimes.com","name":"chinatimes.com","domain":"chinatimes.com","outlet":{"wikidata":"Q9384489","name":"CTnews","type":"newspaper","country":"TW","designations":["online newspaper","website"]}},"via":"gdelt-gkg-translingual","topics":["economy","science","business"],"authors":["&#x4E2D","&#x6642","&#x65B0","&#x805E","&#x7DB2"],"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.6000000238418579,"sentiment":"negative","tone":-0.6800000071525574,"political":0.5299999713897705},{"id":"n_42mhcwn4r6plfmeee7uq","seq":10797418,"kind":"article","title":"1分鐘讀財經》黃仁勳下台誰最慘？台灣AI鏈最快「這時」受衝擊 二線廠重災區 - 財經","url":"https://www.chinatimes.com/realtimenews/20261113001328-260410?ctrack=mo_money_headl_p010?ctrack=pc_money_headl_p01","published":"2026-11-13T16:45:00Z","seen":"2026-11-13T17:56:04Z","lang":"zh","country":"TW","source":{"id":"chinatimes.com","name":"chinatimes.com","domain":"chinatimes.com","outlet":{"wikidata":"Q9384489","name":"CTnews","type":"newspaper","country":"TW","designations":["online newspaper","website"]}},"via":"gdelt-gkg-translingual","topics":["economy","science","business"],"authors":["&#x4E2D","&#x6642","&#x65B0","&#x805E","&#x7DB2"],"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.6000000238418579,"sentiment":"negative","tone":-0.6800000071525574,"political":0.5299999713897705},{"id":"n_u6lx643y5oinwnnoqjqq","seq":10595462,"kind":"article","title":"黃仁勳下台衝擊台灣AI供應鏈！李鎮宇示警「短多長空」 台積電影響最小 | 台股雜談 | 股市","url":"https://udn.com/news/story/12806/9876784","published":"2026-11-13T06:30:00Z","seen":"2026-11-13T07:31:02Z","lang":"zh","country":"TW","source":{"id":"udn.com","name":"udn.com","domain":"udn.com","outlet":{"wikidata":"Q697153","name":"United Daily News","type":"newspaper","country":"TW","designations":["newspaper","online newspaper"]}},"via":"gdelt-gkg-translingual","topics":["economy","security","business"],"authors":["&#x806F","&#x5408","&#x65B0","&#x805E","&#x7DB2"],"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.7200000286102295,"sentiment":"neutral","tone":-0.30000001192092896,"political":0.44999998807907104},{"id":"n_egfr74cbxn263zbgn3vq","seq":10533527,"kind":"article","title":"黃仁勳下台效應！業界憂全球AI業產值大縮水 美專家：不影響台積電","url":"https://news.ttv.com.tw/news/115111300087005","published":"2026-11-13T02:43:38Z","seen":"2026-11-13T03:09:10Z","lang":"zh","country":"TW","source":{"id":"kite-ttv-com-tw-501efd","name":"ttv.com.tw","domain":"ttv.com.tw","outlet":{"wikidata":"Q10915848","name":"TTV Main Channel","type":"broadcaster","country":"TW","designations":["television channel"]}},"via":"kite-ttv-com-tw-501efd","mentions":2,"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.6399999856948853,"category2":"science-technology","sentiment":"negative","tone":-0.3499999940395355,"political":0.14000000059604645},{"id":"n_s7423ynzizmholnnoxpa","seq":10530918,"kind":"article","title":"黃仁勳下台，台積電會失去什麼？台灣AI供應鏈最怕的不是訂單消失！","title_en":"Huang Renxun steps down, what will TSMC lose? The Taiwan AI supply chain fears not losing orders!","url":"https://tw.news.yahoo.com/%E9%BB%83%E4%BB%81%E5%8B%B3%E4%B8%8B%E5%8F%B0-%E5%8F%B0%E7%A9%8D%E9%9B%BB%E6%9C%83%E5%A4%B1%E5%8E%BB%E4%BB%80%E9%BA%BC-%E5%8F%B0%E7%81%A3ai%E4%BE%9B%E6%87%89%E9%8F%88%E6%9C%80%E6%80%95%E7%9A%84%E4%B8%8D%E6%98%AF%E8%A8%82%E5%96%AE%E6%B6%88%E5%A4%B1-021800000.html","summary":"黃仁勳11月12日正式辭去輝達（NVIDIA）執行長後，最緊張的除了華爾街，恐怕還有遠在太平洋另一端的台灣半導體與AI伺服器供應鏈。從台積電、鴻海、廣達、緯創，到散熱、電源與先進封裝業者，過去幾年台灣AI產業的高速成長，很大程度建立在黃仁勳積極推動的技術創新、全球供應鏈合作與AI基礎設施投資之上。但現在，這個模式正迎來重大考驗。黃仁勳離職後，輝達董事會任命財......","published":"2026-11-13T02:18:00Z","seen":"2026-11-13T02:36:00Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q305177","name":"Jensen Huang","type":"person"},{"id":"Q713418","name":"TSMC","type":"org"}],"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.7099999785423279,"sentiment":"neutral","tone":-0.28999999165534973,"political":0.23000000417232513},{"id":"n_7iijge324fbb7o7nleiq","seq":10526279,"kind":"article","title":"1分鐘讀財經》黃仁勳下台誰最慘？台灣AI鏈最快「這時」受衝擊 二線廠重災區 - 要聞","url":"https://www.chinatimes.com/realtimenews/20261113001328-260410","published":"2026-11-13T01:15:00Z","seen":"2026-11-13T02:08:00Z","lang":"zh","country":"TW","source":{"id":"chinatimes.com","name":"chinatimes.com","domain":"chinatimes.com","outlet":{"wikidata":"Q9384489","name":"CTnews","type":"newspaper","country":"TW","designations":["online newspaper","website"]}},"via":"gdelt-gkg-translingual","topics":["economy","business","science"],"authors":["&#x4E2D","&#x6642","&#x65B0","&#x805E","&#x7DB2"],"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.6000000238418579,"sentiment":"negative","tone":-0.7099999785423279,"political":0.5299999713897705},{"id":"n_zvc5yjrk5rtoqoaqnsoa","seq":10513304,"kind":"article","title":"黃仁勳下台，台積電會失去什麼？台灣AI供應鏈最怕的不是訂單消失！","url":"https://www.storm.mg/article/11181121","summary":"黃仁勳11月12日正式辭去輝達（NVIDIA）執行長後，最緊張的除了華爾街，恐怕還有遠在太平洋另一端的台灣半導體與AI伺服器供應鏈。從台積電、鴻海、廣達、緯創，到散熱、電源與先進封裝業者，過去幾年台灣AI產業的高速成長，很大程度建立在黃仁勳積極推動的技術創新、全球供應鏈合作與AI基礎設施投資之上。但現在，這個模式正迎來重大考驗。黃仁勳離職後，輝達董事會任命財.........","published":"2026-11-13T00:18:00Z","seen":"2026-11-13T01:09:06Z","lang":"zh","country":"TW","source":{"id":"kite-storm-mg-a16ecb","name":"storm.mg","domain":"storm.mg","outlet":{"wikidata":"Q16927004","name":"The Storm Media","type":"other","country":"TW","designations":["company"]}},"via":"kite-storm-mg-a16ecb","authors":["張瀞文"],"mentions":3,"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.7099999785423279,"sentiment":"neutral","tone":-0.28999999165534973,"political":0.23000000417232513},{"id":"n_uaajlj2z76sycqfvk47q","seq":10125734,"kind":"article","title":"黃仁勳接連爆婚外情恐遭撤換 台積電及AI供應鏈面臨三大考驗 | 科技產業 | 產經","url":"https://udn.com/news/story/7240/9873608","published":"2026-11-12T03:15:00Z","seen":"2026-11-12T04:07:00Z","lang":"zh","country":"TW","source":{"id":"udn.com","name":"udn.com","domain":"udn.com","outlet":{"wikidata":"Q697153","name":"United Daily News","type":"newspaper","country":"TW","designations":["newspaper","online newspaper"]}},"via":"gdelt-gkg-translingual","topics":["economy","health","business","politics"],"authors":["&#x806F","&#x5408","&#x65B0","&#x805E","&#x7DB2"],"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.7300000190734863,"sentiment":"negative","tone":-0.4399999976158142,"political":0.2800000011920929},{"id":"n_cucydno5fsffqbjf3xxa","seq":10125743,"kind":"article","title":"黃仁勳若下台AI供應鏈誰最傷？ 鴻海、廣達等台廠挫咧等 | ETtoday財經雲","url":"https://finance.ettoday.net/news/3270742","published":"2026-11-12T02:46:00Z","seen":"2026-11-12T04:07:00Z","lang":"zh","country":"TW","source":{"id":"ettoday.net","name":"ettoday.net","domain":"ettoday.net","outlet":{"wikidata":"Q10847025","name":"ETtoday.net","type":"newspaper","country":"TW","designations":["online newspaper"]}},"via":"gdelt-gkg-translingual","topics":["economy","science","business"],"authors":["ETtoday&#x65B0","&#x805E","&#x96F2"],"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.6700000166893005,"sentiment":"negative","tone":-0.5400000214576721,"political":0.20999999344348907},{"id":"n_qmdas2xhf5rf54edhwuq","seq":10119153,"kind":"article","title":"黃仁勳若下台AI供應鏈誰最傷？鴻海、廣達等台廠迎「3大考驗」 | 科技 | 三立新聞網 SETN.COM","url":"https://www.setn.com/news/1937677","published":"2026-11-12T02:30:00Z","seen":"2026-11-12T03:25:32Z","lang":"zh","country":"TW","source":{"id":"setn.com","name":"setn.com","domain":"setn.com","outlet":{"wikidata":"Q7389900","name":"SET News","type":"broadcaster","country":"TW","designations":["news broadcasting","television channel"]}},"via":"gdelt-gkg-translingual","topics":["business","economy","science"],"authors":["&#x4E09","&#x7ACB","&#x65B0","&#x805E","&#x7DB2"],"story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.46000000834465027,"category2":"science-technology","sentiment":"negative","tone":-0.4099999964237213,"political":0.20999999344348907},{"id":"n_k6dwwolsavrlm7cewhxq","seq":10109168,"kind":"article","title":"黃仁勳外遇風暴／黃仁勳若下台AI供應鏈誰最傷？ 鴻海、廣達等台廠迎3大考驗","url":"https://www.mirrormedia.mg/story/20261112-14mon-093526","published":"2026-11-12T01:35:00Z","seen":"2026-11-12T02:32:04Z","lang":"zh","country":"TW","source":{"id":"kite-mirrormedia-mg-e48854","name":"mirrormedia.mg","domain":"mirrormedia.mg","outlet":{"wikidata":"Q52089378","name":"Mirror Media","type":"magazine","designations":["magazine"]}},"via":"kite-mirrormedia-mg-e48854","image":"https://v3-statics.mirrormedia.mg/images/17d73448-e4d1-4152-9f0c-3f5fc6680e43-w1600.jpg","story":"st_k6dwwolsavrlm7cewhxq","category":"economy-business","category_p":0.4399999976158142,"category2":"science-technology","sentiment":"negative","tone":-0.5699999928474426,"political":0.1599999964237213}]}