Acer chief says Nvidia’s Intel investment will complicate PC supply chains — says Lutnick's 50/50 proposal could take 50 years to realize

Acer's CEO Jason Chen expressed concerns about Nvidia's partnership with Intel potentially complicating the PC supply chain, with multiple generations of x86 chips from Intel and AMD already causing challenges. The entry of Nvidia as a third supplier could further complicate procurement and inventory management for PC makers. Meanwhile, Acer founder Stan Shih discussed the possibility of a U.S.-Taiwan chip production split, suggesting it could take around 50 years to achieve. These developments in the semiconductor industry are forcing companies to adapt to changes in tariffs, shortages, geopolitics, and unexpected partnerships.