This morning, October 13th, the FT published a front page article about the world’s top semi conductor equipment suppliers halting business with China.
Since we hadn’t done it in a while, we figured we would put together a list of the revenue that firms in SIC group 3674, Semiconductors and Related Devices, sold to China. This group is a superset of the firms mentioned in the FT piece. But it reasonable to believe that if any part of the supply chain is restricted, it will impact other firms in the group as well. Here’s the list. Note that you can do this work for yourself on Calcbench using our segment disclosures section
* Firms with 25% or more of sales to China in RED
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