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Carmakers GM, Tesla and Ford lead list of US companies in China exposure: report
Corporate giants Amazon, Apple, Meta and Nvidia rank outside top 10 but still among tech firms at risk
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Khushboo Razdanin Washington
General Motors, one of America’s top carmakers, leads US companies in its exposure to China, perched in a delicate position as bilateral trade tensions persist amid US President Donald Trump’s steep 55 per cent tariffs on imports from the country, according to a research report published this week.
Other high-profile firms, including Elon Musk’s electric vehicle company Tesla, rival carmaker Ford, engine manufacturer Cummins, aerospace and tech firm Honeywell, beverage giant Coca-Cola, and chipmaker Qualcomm also rank in the top 10, illustrating corporate America’s dependence on the country.
Influential companies Amazon, Apple, Meta and Nvidia did not make it to the top 10, but remain among the largest tech firms at risk due to disruptions in the Chinese market and their global supply chains.
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That is according to the latest annual index from market research firm Strategy Risks, which assessed the top 250 publicly listed US companies to identify those most vulnerable to US-China trade tensions in 2025.
The report analyses a range of public information – including company filings, media reports, and government data – to assign each firm an exposure score from 0 to 100.
The evaluation considered factors such as supply-chain dynamics, ties to the Chinese government and Communist Party officials, industry-specific regulations in China and even biases in the data sets related to a firm’s transparency on China-related information.
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