Intel has it's own chip production facilities, and AMD uses Global Fab for it's CPUs, neither are located in Taiwan, so neither would be affected by this at all. This will affect FABs based in Taiwan, not globally.
Nvidia & ATI/AMD however, use TSMC for their chip production. It might lower the prices for them, but the trickle down to the consumer would be negligible because as consumers we don't buy their chips directly. Any discounts will be absorbed by the supply chain, not passed onto us.
Probably only a win for investors IMO.