Ticker: XLNX Industry: Technology % of sales from China: 24.6%Ticker: EXPD Industry: Industrials % of sales from China: 26.5%Ticker: APH Industry: Technology % of sales from China: 28.6%Ticker: MCHP Industry: Technology % of sales from China: 31.0%Ticker: AOS Industry: Industrials % of sales from China: 33.4%Ticker: TXN Industry: Technology % of sales from China: 42.9%Ticker: MU Industry: Technology % of sales from China: 49.5%Ticker: AVGO Industry: Technology % of sales from China: 51.9%Ticker: QRVO Industry: Technology % of sales from China: 60.0%Ticker: QCOM Industry: Technology % of sales from China: 63.3%Ticker: SWKS Industry: Technology % of sales from China: 80.0%The head of a $1 trillion ETF provider shares a bold prediction for the record-shattering industry