What is the relationship between the news regulations on semiconductors and NVDA?

It seems that semiconductor manufacturers in American allies such as Japan, South Korea, and the Netherlands will be exempted from the reported regulations against China, and Nikkei's semiconductor-related stocks have exploded. NVDA was regulated by Moro, the lower back of GPUs for China was crushed, and when I looked at the chart while giving up thinking that it would fall again, it rose before the market. what does that mean?? Somebody tell me!