Old article (2018) by Philip van Doorn in "MarketWatch":
I posted this to show which corps need to be watched and/or boycotted, depending on your China-mood of the day:
As you can see, in a potential trade war with China there would be nowhere to hide even if you were invested in a broad index fund. Apple Inc. US:AAPL alone has a market value of nearly $845 billion, or 3.8% of the total value of the S&P 500.
Here’s a partially overlapping list of the 20 U.S. companies in the S&P 500 with the highest share of sales in China:
| Company | Ticker | ‘China’ sales ($mil) | Total revenue - most recent reported fiscal year ($mil) | Share of sales to ‘China’ |
| Skyworks Solutions Inc. | US:SWKS | $3,018 | $3,651 | 82.7% |
| Qualcomm Inc. | US:QCOM | $14,579 | $22,291 | 65.4% |
| Qorvo Inc. | US:QRVO | $1,880 | $3,033 | 62.0% |
| Broadcom Ltd. | US:AVGO | $9,466 | $17,636 | 53.7% |
| Micron Technology Inc. | US:MU | $10,388 | $20,322 | 51.1% |
| Texas Instruments Inc. | US:TXN | $6,600 | $14,961 | 44.1% |
| IPG Photonics Corp. | US:IPGP | $621 | $1,409 | 44.1% |
| Advanced Micro Devices Inc. | US:AMD | $1,747 | $5,329 | 32.8% |
| Microchip Technology Inc. | US:MCHP | $1,090 | $3,408 | 32.0% |
| Amphenol Corp. Class A | US:APH | $2,067 | $7,011 | 29.5% |
| Xilinx Inc. | US:XLNX | $597 | $2,349 | 25.4% |
| Intel Corp. | US:INTC | $14,796 | $62,761 | 23.6% |
| Western Digital Corp. | US:WDC | $4,271 | $19,093 | 22.4% |
| Corning Inc | US:GLW | $2,230 | $10,115 | 22.0% |
| Starbucks Corp. | US:SBUX | $4,512 | $22,384 | 20.2% |
| Agilent Technologies Inc. | US:A | $900 | $4,472 | 20.1% |
| Avery Dennison Corp. | US:AVY | $1,300 | $6,614 | 19.7% |
| Apple Inc. | US:AAPL | $44,764 | $228,572 | 19.6% |
| Nvidia Corp. | US:NVDA | $1,896 | $9,714 | 19.5% |
| Applied Materials Inc. | US:AMAT | $2,746 | $14,537 | 18.9% |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| https://www.marketwatch.com/story/trade-war-watch-these-are-the-us-companies-with-the-most-at-stake-in-china-2018-03-29 | |||||