Who might benefit/lose when the H20 shipment resumes?

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Nvidia Corporation (NASDAQ: NVDA) Delayed: 215.21 -1.64 (0.76%)
Previous Close $216.85    52 Week High $88.77 
Open $218.42    52 Week Low $24.75 
Day High $218.74    P/E 290.82 
Day Low $214.50    EPS $0.74 
Volume 68,603,836       

TAIWAN SEMICONDUCTOR MANUFACTURING (NYSE: TSM) Delayed: 418.94 +2.94 (0.71%)
Previous Close $416.00    52 Week High $31.62 
Open $423.02    52 Week Low $20.45 
Day High $425.68    P/E N/A 
Day Low $416.70    EPS $0.00 
Volume 6,187,361