China
104 of 521 companies added a paragraph in Risk Factors that uses one of these words:
China, Chinese, PRC, Hong Kong, Taiwan.
The paragraph is in the latest 10-K and nothing like it was in the one before.
It counts text; it does not say how serious a risk is. Words in capitals only (such as AI) must be in capitals.
By sector
Sector is the SEC's industry description of the company. Each count opens that sector's quotes below.
| Sector | Companies | Compared |
|---|---|---|
| Measuring & Controlling Devices, NEC | 3 | 3 |
| Instruments For Meas & Testing of Electricity & Elec Signals | 2 | 2 |
| Optical Instruments & Lenses | 2 | 2 |
| Aircraft | 1 | 1 |
| Apparel & Other Finishd Prods of Fabrics & Similar Matl | 1 | 1 |
| Bottled & Canned Soft Drinks & Carbonated Waters | 1 | 1 |
| Communications Equipment, NEC | 1 | 1 |
| Communications Services, NEC | 1 | 1 |
| Electronic Connectors | 1 | 1 |
| Farm Machinery & Equipment | 1 | 1 |
| Gas & Other Services Combined | 1 | 1 |
| Grain Mill Products | 1 | 1 |
| Guided Missiles & Space Vehicles & Parts | 1 | 1 |
| Household Appliances | 1 | 1 |
| Oil & Gas Field Machinery & Equipment | 1 | 1 |
| Ordnance & Accessories, (No Vehicles/Guided Missiles) | 1 | 1 |
| Paper Mills | 1 | 1 |
| Retail-Eating & Drinking Places | 1 | 1 |
| Retail-Radio, Tv & Consumer Electronics Stores | 1 | 1 |
| Services-Detective, Guard & Armored Car Services | 1 | 1 |
| Services-Miscellaneous Amusement & Recreation | 1 | 1 |
| Special Industry Machinery, NEC | 1 | 1 |
| Telephone & Telegraph Apparatus | 1 | 1 |
| Wholesale-Motor Vehicle Supplies & New Parts | 1 | 1 |
| Search, Detection, Navigation, Guidance, Aeronautical Sys | 3 | 4 |
| Computer Communications Equipment | 2 | 3 |
| Semiconductors & Related Devices | 9 | 15 |
| Laboratory Analytical Instruments | 3 | 5 |
| Aircraft Engines & Engine Parts | 1 | 2 |
| Arrangement of Transportation of Freight & Cargo | 1 | 2 |
| Computer Peripheral Equipment, NEC | 1 | 2 |
| Cutlery, Handtools & General Hardware | 1 | 2 |
| Fats & Oils | 1 | 2 |
| Industrial Organic Chemicals | 1 | 2 |
| Printed Circuit Boards | 1 | 2 |
| Pumps & Pumping Equipment | 1 | 2 |
| Radio & Tv Broadcasting & Communications Equipment | 1 | 2 |
| Rubber & Plastics Footwear | 1 | 2 |
| Services-General Medical & Surgical Hospitals, NEC | 1 | 2 |
| Services-Medical Laboratories | 1 | 2 |
| Services-To Dwellings & Other Buildings | 1 | 2 |
| Finance Services | 12 | 28 |
| Biological Products, (No Diagnostic Substances) | 2 | 5 |
| Services-Computer Programming, Data Processing, Etc. | 2 | 5 |
| Pharmaceutical Preparations | 4 | 11 |
| Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip | 1 | 3 |
| Plastic Materials, Synth Resins & Nonvulcan Elastomers | 1 | 3 |
| Services-Commercial Physical & Biological Research | 1 | 3 |
| Services-Business Services, NEC | 5 | 16 |
| Investment Advice | 2 | 8 |
| Electronic & Other Electrical Equipment (No Computer Equip) | 1 | 4 |
| Motor Vehicles & Passenger Car Bodies | 1 | 4 |
| Services-Computer Processing & Data Preparation | 1 | 4 |
| Services-Prepackaged Software | 4 | 19 |
| Computer Storage Devices | 1 | 5 |
| Industrial Instruments For Measurement, Display, and Control | 1 | 5 |
| Retail-Variety Stores | 1 | 5 |
| National Commercial Banks | 2 | 11 |
| Real Estate Investment Trusts | 3 | 27 |
| Surgical & Medical Instruments & Apparatus | 1 | 10 |
212 paragraphs · Communications Equipment, NEC show all sectors
LITE Lumentum Holdings Inc. · Communications Equipment, NEC
•the restrictions in China on the export of indium, gallium, germanium and other rare earth metals and critical minerals; and other retaliatory responses in the trade policies of the U.S. or foreign governments;
Read in the 10-K filed Aug 17, 2026 ↗