Gallium & Germanium: How will the second half of 2023 play out? Shift in the supply chain imminent?

How would China's recent announcement to limit gallium and germanium export affect chip-making companies? I would argue that it is possible for non-Chinese suppliers like $TECK (Canada) or $UMI (Belgium) to see an increase in production as non-Chinese chip-making companies look to source these precious metals elsewhere. $WOLF saw a 11-12% increase today in their stock price today due to the signing of a new deal for the supply of chip, they also happen to grow their own supply of silicone carbide therefore not having to rely on Chinese suppliers. Might this momentum be enough to follow through into August when Chinese restrictions come into effect?

Perhaps I'm thinking of this the completely wrong way, the latter would be the tensions between the U.S. and China crashing the tech market completely as both do not want the other's involvement in this industry. If so, could this pose a threat to $TSM? (I'm not entirely sure where they source all of their materials from though).

In summary, I would argue that companies to watch out for could be Teck Resources, Umicore and Wolfspeed. Perhaps companies like $NVDA or $QCOM might alter their chip-sourcing partners straying away from Chinese partners and look for companies in the west? Thanks.