scorecardGOLDMAN SACHS: These 13 companies face the biggest risk of getting crushed if Trump's trade war with China gets worse
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GOLDMAN SACHS: These 13 companies face the biggest risk of getting crushed if Trump's trade war with China gets worse

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GOLDMAN SACHS: These 13 companies face the biggest risk of getting crushed if Trump's trade war with China gets worse

Microchip Technology

Microchip Technology

Ticker: MCHP

Market cap: $22 billion

Non-US revenue exposure: 85%

Greater China revenue exposure: 41%

Source: Goldman Sachs

Applied Materials

Applied Materials

Ticker: AMAT

Market cap: $49 billion

Non-US revenue exposure: 90%

Greater China revenue exposure: 42%

Source: Goldman Sachs

KLA-Tencor

KLA-Tencor

Ticker: KLAC

Market cap: $17 billion

Non-US revenue exposure: 86%

Greater China revenue exposure: 44%

Source: Goldman Sachs

IPG Photonics

IPG Photonics

Ticker: IPGP

Market cap: $13 billion

Non-US revenue exposure: 88%

Greater China revenue exposure: 44%

Source: Goldman Sachs

Texas Instruments

Texas Instruments

Ticker: TXN

Market cap: $110 billion

Non-US revenue exposure: 87%

Greater China revenue exposure: 44%

Source: Goldman Sachs

Nvidia

Nvidia

Ticker: NVDA

Market cap: $153 billion

Non-US revenue exposure: 87%

Greater China revenue exposure: 50%

Source: Goldman Sachs

Broadcom

Broadcom

Ticker: AVGO

Market cap: $95 billion

Non-US revenue exposure: 93%

Greater China revenue exposure: 54%

Source: Goldman Sachs

Micron Technology

Micron Technology

Ticker: MU

Market cap: $63 billion

Non-US revenue exposure: 86%

Greater China revenue exposure: 64%

Source: Goldman Sachs

Qualcomm

Qualcomm

Ticker: QCOM

Market cap: $93 billion

Non-US revenue exposure: 98%

Greater China revenue exposure: 65%

Source: Goldman Sachs

Qorvo

Qorvo

Ticker: QRVO

Market cap: $10 billion

Non-US revenue exposure: 82%

Greater China revenue exposure: 71%

Source: Goldman Sachs

Wynn Resorts

Wynn Resorts

Ticker: WYNN

Market cap: $18 billion

Non-US revenue exposure: 73%

Greater China revenue exposure: 73%

Source: Goldman Sachs

Skyworks Solutions

Skyworks Solutions

Ticker: SWKS

Market cap: $17 billion

Non-US revenue exposure: 98%

Greater China revenue exposure: 84%

Source: Goldman Sachs

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