Asian chip stocks rise despite Nvidia inquiry and lower overnight trading prices
South Korea expects contracted GPU deliveries to continue without disruption, even as Nvidia investigates its CEO and prices fall on two trading platforms.
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South Korea expects contracted GPU deliveries to continue without disruption, even as Nvidia investigates its CEO and prices fall on two trading platforms.
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Nvidia is investigating CEO Jensen Huang’s relationship with businesswoman Alice Huang, while saying he intends to remain CEO; South Korea expects contracted Nvidia GPU deliveries to continue without disruption as it monitors the situation. On November 9, Taiwanese and South Korean chip stocks rose even as Nvidia futures and after-hours shares on two platforms traded about 3.4% below Friday’s Nasdaq close. The reported intelligence concerns about Alice Huang passing information to Beijing remain allegations, not established findings.
Taiwan’s Weighted Index rose as much as 6.7%; TSMC gained more than 6% and Foxconn more than 8% during the session.
Samsung Electronics rose 2.7% and SK Hynix 4.77% in Monday trading; these were snapshots, not final closing results.
Nvidia traded around $180.30 on Hyperliquid and Blue Ocean, versus its Friday Nasdaq close of $186.64.
South Korea expects its contracted Nvidia chip deliveries to proceed without disruption. Monday’s market moves presented a split picture: Taiwanese and South Korean technology stocks rallied on November 9, 2026, while Nvidia traded below Friday’s close on two platforms amid scrutiny of an investigation involving CEO Jensen Huang.
Taiwan led the regional advance. Its Weighted Index climbed as much as 6.7%, with Taiwan Semiconductor Manufacturing Company gaining more than 6% and Foxconn rising more than 8%. CNBC described the gains as a rebound from Friday’s losses.
The buying also reached two South Korean companies that supply Nvidia: Samsung Electronics and SK Hynix. Both advanced during Monday’s session, extending the rally beyond Taiwan. These figures were trading snapshots, not final closing results.
Samsung Electronics rose 2.7% during Monday trading.
SK Hynix rose 4.77% during Monday trading.
Nvidia’s own trading prices contrasted with those gains. Reuters reported that Nvidia futures on Hyperliquid and after-hours shares on Blue Ocean were around $180.30. That was about 3.4% below Friday’s Nasdaq closing price of $186.64.
The comparison is between prices on those two platforms and Nvidia’s previous Nasdaq close—not a new regular-session closing price. Nvidia shares had risen during Friday’s session before the lower prices reported on Monday.
South Korea’s reassurance concerned the hardware already under contract. Second Vice Minister for Science and ICT Ryu Je Myung reportedly said deliveries of Nvidia graphics processing units, or GPUs, were expected to continue without disruption. He added that the ministry was monitoring developments and discussing prices and schedules with Nvidia Korea.
Over the weekend, Nvidia opened an investigation into Huang’s relationship with businesswoman Alice Huang, CNBC reported. Jensen Huang told employees he had an affair with her and apologized, according to the account.
CNBC cited The New York Times and Financial Times as reporting concerns among U.S. intelligence agencies that Alice Huang had been passing information to Beijing. Those are reported intelligence concerns, not an established finding of espionage.
An Nvidia spokesperson said Jensen Huang remained committed to continuing as CEO without interruption. That leadership statement and Seoul’s delivery expectation set out continuity plans while the investigation proceeds; neither is a conclusion about the allegations.
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