基于以下信息，帮我在A股上市公司里挑选2家直接受益的公司。
TSMC CEO says they recently received a hugeAl chip order:
“Actually,just recently in these 2 days,Ireceived a customer’s phone call requesting aoigincrease in the back-end capacity,
especially in the CoWoS.We are still evaluatingthat”