Policy Shift Spurs Potential 2M Nvidia H200 Chip Orders at TSMC
President Trump’s December 2025 policy shift allows Nvidia to sell H200 GPUs to approved Chinese customers, who have ordered over 2 million units for 2026 versus Nvidia’s 700,000-unit inventory. Nvidia has asked TSMC to boost H200 chip production, which could add substantial revenue to TSMC’s foundry operations pending regulatory approvals.
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