When Apple Inc unveils new iPhones on Tuesday at its Apple Park “spaceship” campus, there may be important clues for the watchers of seven semiconductor stocks.
Apple exerts a sun-like gravitational pull on the global electronics supply chain, affecting the pricing of commodities like flash memory chips - it consumes 18 percent of global supply. The iPhone maker can make or break small, specialty chip suppliers.
The final tally of semiconductor winners and losers will not be known until the devices ship and analysts rip them apart to examine the circuit boards. That will give insight into matters like the