U.S. companies that are most sensitive to tariffs
Company
China revenue exposure
12-month forward PE
1
Skyworks Solutions
83%
9.8
9.8
2
Broadcom
54%
10.7
10.7
3
Micron Technology
51%
4.7
4.7
4
Marvell Technology Group
50%
11.9
11.9
5
Intel
24%
10.6
10.6
6
Apple
20%
12.2
12.2
7
NVIDIA
20%
20.3
20.3