Qualcomm (mobile phone SoC and modems) and Broadcom (5G radio chips) are two most directly hit by the Huawei breakthroughs: https://finance.yahoo.com/quote/QCO

Qualcomm (mobile phone SoC and modems) and Broadcom (5G radio chips) are two most directly hit by the Huawei breakthroughs: https://finance.yahoo.com/quote/QCOM?p=QCOM&.tsrc=fin-srch https://finance.yahoo.com/quote/QCOM?p=QCOM&.tsrc=fin-srch https://finance.yahoo.com/quote/QRVO?p=QRVO&.tsrc=fin-srch https://finance.yahoo.com/quote/QRVO?p=QRVO&.tsrc=fin-srch (Funny it has taken the market almost a full week to realise just how big news the Mate 60 is.) Apple will take a hit on the iPhone 15 sales in China but it is not going to be banned. The banning chatter (which has been there before) is basically China saying hey US - now that you see we have alternatives maybe you wanna cool it on the tech war ... or else.