Who might benefit/lose when the H20 shipment resumes?

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Nvidia Corporation (NASDAQ: NVDA) Delayed: 203.28 +0.47 (0.23%)
Previous Close $202.81    52 Week High $88.77 
Open $205.87    52 Week Low $24.75 
Day High $207.74    P/E 274.70 
Day Low $202.28    EPS $0.74 
Volume 88,719,633       

TAIWAN SEMICONDUCTOR MANUFACTURING (NYSE: TSM) Delayed: 402.30 +3.93 (0.99%)
Previous Close $398.37    52 Week High $31.62 
Open $407.71    52 Week Low $20.45 
Day High $409.89    P/E N/A 
Day Low $400.08    EPS $0.00 
Volume 11,648,121