The Trump administration's blacklisting of Huawei has caused many US technology companies that provide components to the company to be hit, and chipmaker Skyworks has completed its financial test on Tuesday, becoming the latest voice. Victims of the victim.
According to CNBC, while doing the financial test, Sijiaxin also told investors that they have stopped supplying to Huawei. Since Trump’s administrative order, Sijiaxun’s share price has fallen by 12%.
Sijia News said that after Huawei was listed on the control list by the US Department of Commerce, they have stopped supplying to Huawei and its subsidiaries, and it is impossible to predict whether it will resume supply. In addition, the company also revealed that 12% of their revenue comes from Huawei.
Sijia News lowered its forecast for the third quarter (as of June) by $60 million, and expects revenue to be between $755 million and $775 million. Earnings per share were also lowered by 16 cents, estimated at about $1.34.
Excluding the impact of blacklists, too high tariffs have worried American companies. Hewlett-Packard (HP) CEO Dion Weisler said in a law conference last month that raising tariffs on Chinese imports would obviously affect the entire industry.
Other companies such as RF component supplier Qorvo, fiber optic component supplier Lumentum Holdings and Neophotonics also released news of the financial test. The stock prices of these companies have fallen after the issuance of administrative orders, ranging from 12% to 24%.
Technology vendors can only pray that this trade conflict will not last long. Xinfeitong Optoelectronics CEOTim Jenks said that they may be the closest US company to Huawei. According to the company's annual report, 46% of their revenue comes from Huawei. Jenks said that Huawei is a respectable opponent, so they still hope to treat this company as a customer.
In response to the impact of Sijiaxun's financial test, senior semiconductor industry analyst Lu Xingzhi said on his Facebook that it is now waiting for Qualcomm, Micron, Xilinx, Broadcom, Texas Instruments, Cypress, Marvell, II-VI. , On Semi, Mellanox, WDC when to repair. It seems that the Trump administration is not helping the US semiconductor industry, but it is harming them.
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