Intel, Google, and several other U.S. chipmakers and tech firms have reportedly begun to comply with the U.S. government’s trade ban on Huawei and 72 of its affiliates, cutting off their supply of vital Huawei components.

The Trump administration last Thursday added Huawei to a trade blacklist — or the “Entity List” — and accused the company of aiding the Chinese government in espionage against the U.S.. “Huawei has been determined by the U.S. Government to be acting contrary to the national security or foreign policy interests of the United States,” read the citation from the U.S. Department of Commerce.

Seventy-two non-U.S. Huawei affiliates were also added to the list “because they pose a significant risk of becoming involvement in activities contrary to the national security or foreign policy interests of the United States due to their relationship with Huawei.”

The Department’s citation threatened to cut it off from the U.S. software and semiconductors it needs to make its products.

The blacklisting led several U.S. companies to start to pull their supply to the vendor. Bloomberg reported that chipmakers Intel, Qualcomm, Xilinix, Lumentum, and Broadcom told their employees that they will no longer supply Huawei.

SDxCentral reached out to each of the chipmakers listed in the report. As of press time Intel no comment; a Xilinx spokesperson confirmed that it is “aware of the Denial Order issued by the U.S. Department of Commerce with respect to Huawei, and we are cooperating.” Broadcom and Qualcomm had yet to respond to the request.

Lumentum, a telecommunications equipment company, cut its fourth quarter guidance after halting its chip shipments to Huawei.

Google also said it will cut off its supply of hardware and software services to Huawei. A Google spokesperson told SDxCentral: “We are complying with the order and reviewing the implications.” On the consumer side, it noted that: “for users of our services, Google Play and the security protections from Google Play Protect will continue to function on existing Huawei devices.”

“On the supply chain front this does impact Huawei,” noted Will Townsend, senior analyst at Moor Insights & Strategy, in an email to SDxCentral. “They claim on average [about] 30% of their bill of material is U.S. sourced. They do a lot of their own silicon design — but Intel and Qualcomm complying with the ban will certainly slow things as Huawei pivots future builds for infrastructure and devices.”

And he added that Google’s ban “will also affect future Android OS support for Huawei, so I expect they might fall back to an internally developed OS to support their device business.”

But it isn’t just Huawei that could feel the effect of this ban. Each of the chipmakers implicated in the reports have seen a decline in their stock following the ban. “The U.S. companies will also be affected by some deceased revenue in the short term,” said Townsend.

Bloomberg, citing its own supply chain data, said that Intel gets less than 1% of its revenue from Huawei; Qualcomm about 2.6%; and Huawei represents about 18% of Lumentum’s sales.

President Donald Trump also last week issued an executive order that invoked national emergency powers to “deal with the threat posed” by IT and communications technology or services designed, developed, manufactured, or supplied by entities owned by or controlled by a foreign adversary.

While the order does not explicitly name either China or Huawei, it is clearly directed at the Chinese-based vendor and likely ZTE as the administration has been threatening a ban for some time.