Who might benefit/lose when the H20 shipment resumes?

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Nvidia Corporation (NASDAQ: NVDA) Delayed: 200.66 +0.62 (0.31%)
Previous Close $200.04    52 Week High $88.77 
Open $200.12    52 Week Low $24.75 
Day High $201.67    P/E 271.16 
Day Low $199.42    EPS $0.74 
Volume 11,018,511       

TAIWAN SEMICONDUCTOR MANUFACTURING (NYSE: TSM) Delayed: 434.56 -1.83 (0.42%)
Previous Close $436.39    52 Week High $31.62 
Open $433.98    52 Week Low $20.45 
Day High $439.50    P/E N/A 
Day Low $432.58    EPS $0.00 
Volume 1,637,290