$NVDA $TSM $SKHY Seoul and Taipei both took questions on Jensen Huang in parliament this week. Seoul answered about chips: Korea's contracted Nvidia GPUs will arrive on schedule. Taipei's premier answered about security, citing export controls, the Trade Act and the woman's entry records, and said nothing about orders. Korea's vice science minister Ryu Je-myung told the budget committee on Nov 9 that the 10,000 GPUs bought with last year's extra budget are already in use, this year's batch is contracted and arriving, and 2027 pricing and delivery are being worked out with Nvidia Korea. The "Nvidia may cut TSMC orders" line traces to a Commercial Times report this morning citing unnamed supply-chain sources. No company named, no wafer count. Same day, Taiwanese chassis, rack and cooling suppliers told UDN that shipments are normal and orders show no anomalies. The market is reading it the same way. Since the last close before Huang's Nov 8 letter, Nvidia is down 4.3%. TSMC is up 5.2% in Taipei and SK hynix is up 5.8% in Seoul. If wafer orders do move, export screening looks like the likelier cause than the affair. Commercial Times itself ties the risk to tighter export reviews and H200s piling up in Hong Kong. Next checkpoints: Nvidia's earnings on Nov 17, and the closed-door briefing House committee chairs have asked Huang to attend on Nov 18.