Reports on November 24, 2025, indicate the U.S. government is considering permitting Nvidia to sell its advanced H200 artificial intelligence (AI) chips to China. This potential reversal of existing export controls is being reviewed by the Department of Commerce and comes amid a thaw in U.S.-China trade relations, which could reopen a major market for high-end American technology. As the world's largest contract chipmaker and the primary manufacturer for Nvidia, TSMC would be a direct beneficiary of this policy change. The sale of H200 chips to Chinese companies would likely translate into a significant increase in high-performance computing (HPC) wafer orders for TSMC, positively impacting its revenue and production forecasts. While the decision is not yet final, the news introduces a potentially strong tailwind for TSMC. The market will be closely watching for an official announcement from the White House, as it would have substantial implications for the global semiconductor supply chain and future growth prospects for leading chip manufacturers.