This is a curious development, though one is forced to wonder if this is a credible threat or simply a general concern that finds itself elevated in the public eye because it became part of a classified memo. Kaspersky Labs is not a government owned entity, but its back channel ties to Russian Government officials is unclear. Lenovo has faced similar criticism in the past, but unlike Kaspersky, and to the best of my knowledge, it is funded and partially owned and managed by the government of the People’s Republic of China.
This is certainly an interesting twist on the “Buy American” craze of my early childhood.