Who benefits from this, though? The first one that comes to mind is Intel... Although I am not suggesting that they did it. It's just a hypothetical question.
Anyone that doesn't use the Nanke 14 factory specifically (or uses the factory only for some of their products).
Or perhaps even a vendor that had contracted more capacity(in Nanke 14) than the present market demands, could benefit from a delay in production.
In theory Samsung or AMD could benefit from shortages of Qualcomm and NVidia products although in practice the magnitude of such substitution would probably be small.