It's not the companies choosing - it's the law. An executive order by Trump. Issued on May 15th with immediate effect.
https://www.whitehouse.gov/presidential-actions/executive-or...
https://www.theverge.com/2019/5/23/18637836/trump-huawei-ban...
Here's a good video explainer from that verge article: https://youtu.be/DZbSHXSxch0