Jensen Huang's surprise resignation as Nvidia's CEO shook markets Thursday, but Taiwan stocks shrugged it off and surged instead, seen as a case of bad news already priced in.

• Huang stepped down as president, CEO, and board member after 33 years running Nvidia; CFO Colette Kress is filling in for now.
• Taiwan's stock market jumped over 1,200 points on the news, with chip-design firms tied to custom AI chips (ASIC) hitting daily limit-up gains as money rotated toward MediaTek, Alchip, and GUC on bets that big cloud companies will lean more on in-house chips and AMD instead of Nvidia.
• Analysts say Nvidia's AI business fundamentals haven't changed, but expect rocky short-term trading; Google's TPU chips and Broadcom are seen as the most direct winners from any shift away from Nvidia.
• Taiwan's chip-making and advanced packaging industry is viewed as hard to replace regardless of Nvidia's leadership change, so the long-term AI growth story stays intact.
• U.S. retail investors bought Nvidia's dip aggressively, pouring in over $100 million in the first half hour of trading, which helped cut Nvidia's own stock loss roughly in half by afternoon.

Outlook: Nvidia's upcoming earnings report on November 17 will be the next big test of whether this is just a leadership scare or a sign of real demand problems.