The exclusion is by category: Smartphones, laptop computers, memory chips, machines used to create semiconductors, flat screen TVs, tablets and desktop computers. Apple, NVidia, and Dell are simply examples of some companies that will “benefit” (be harmed less).
There is no favoring of Apple, Nvidia or Dell. The headline is misleading. “and others” is doing a lot of heavy lifting.
Those companies do benefit from not having to pay the import tax.