Yesterday’s Google News search on Apple had a Barron’s article on Apple’s suppliers. Apparently you can read the whole article through the Google link, but a direct link asks you to subscribe. Go figure.
The basis of the article is that these stocks could get pummeled if Apple disappoints on September 9. That may or may not come to pass, bit if you want to invest in companies riding Apple’s coat tails consider these:
GTAT – GT Advanced Technologies
Manufacturer of Transparent Aluminum
SWKS – Skyworks Solutions
Wireless handset chip supplier
INVN – InvenSense
Motion processing, MEMS gyroscope, and motion processing technologies for consumer electronics
RFMD – RF Micro Devices
Manufacturer of RF (Radio Frequency) integrated circuits
AVGO – Avago Technologies
Provides an extensive range of analog, mixed-signal and optoelectronic components
OVTI – OmniVision Technologies
Manufacturer of proprietary image sensing and state-of-the-art CMOS process technologies
Produces a diverse range of devices, ranging from single transistors to microprocessors
NXPI – NXP Semiconductors
Creating solutions that enable secure connections for a smarter world
MU – Micron Technology
Best known for producing many forms of semiconductor devices including DRAM, SDRAM, flash memory, and SSDs.
The article also referenced the WordPress site RE/CODE as a source.