All revenue percentages are based on FactSet data over the last 12 month. Apple (AAPL) Revenue from China : 17.5% Supply chain impact due to China : The tech giant manufacturers in China. In total, management has quantified a $4 billion to $8 billion headwind in the current quarter due to supply constraints and disruption. We believe it's prudent to assume that the impact will be closer to the high end of that range. AbbVie (ABBV) Revenue from China : 1.5% Supply chain impact due to China : The drugmaker does not have any exposure. Advanced Micro Devices (AMD) Revenue from China : 24.3% Supply chain impact due to China : We think there are some risks here but on the first quarter earnings call May 3, CEO Lisa Su said that lockdowns have not had any significant impact on the chip designer's shipments in its own supply chain.