The impact of the Trump administration's threats to choke Huawei Technologies Co. reverberated across the global supply chain on Monday, hitting some of the biggest component-makers.

Germany's Infineon Technologies AG fell in early trading Monday after the Nikkei daily reported it halted shipments to the Chinese company in the wake of the U.S. ban. Shares of STMicroelectronics NV were also hit.

The share-price falls follow U.S. corporations freezing the supply of critical software and components to China's largest technology company, in order to comply with White House orders.