Over the years, we have made a lot of money by focusing on the suppliers of components that go into new hot products. Opinions on the iPhone 5 and Apple AAPL stock may vary, but it is undeniable that Apple is going to sell millions of iPhone 5s. Some analysts
Apple (AAPL) has become one of the world’s largest buyers of semiconductors. Whenever a new Apple device is introduced, a race is on to tear down the device and find the origin of the components inside. This time the winner is iFixit. iFixit reports the following components inside the new
Skyworks (SWKS) a provider of semiconductors for cell phones may face severe headwinds going forward. A recent report shows that Media Tek (MTK), a fabless semiconductor company based in Taiwan is experiencing weakness in China. It appears that the trend in China is in favor of Apple (AAPL)
The stocks covered in this story are AAPL, ARMH, AVGO, OVTI, QCOM, SNE, SWKS, TOSBF.PK, TQNT. Apple (AAPL) has now become one of the largest users of semiconductors. Every time Apple introduces a new product, it pays to understand its impact on semiconductor manufacturers. In the past, such analysis