Who might benefit/lose when the H20 shipment resumes?

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Nvidia Corporation (NASDAQ: NVDA) Delayed: 227.38 +5.11 (2.30%)
Previous Close $222.27    52 Week High $88.77 
Open $222.93    52 Week Low $24.75 
Day High $228.50    P/E 307.27 
Day Low $221.56    EPS $0.74 
Volume 161,601,670       

TAIWAN SEMICONDUCTOR MANUFACTURING (NYSE: TSM) Delayed: 445.14 +10.47 (2.41%)
Previous Close $434.67    52 Week High $31.62 
Open $440.80    52 Week Low $20.45 
Day High $445.72    P/E N/A 
Day Low $437.06    EPS $0.00 
Volume 9,939,213