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Many analysts have suggested going long on Apple's supply chain over the years. Barclays,...

Many analysts have suggested going long on Apple's supply chain over the years. Barclays, however, thinks now is a good time to bet on Samsung's (SSNLF.PK) supply chain, given the Korean conglomerate's surging smartphone production, and an expected lull in iPhone builds ahead of a fall refresh. BRCM, SWKS, RFMD, and MXIM are mentioned as firms with healthy Samsung exposure, though the first two are also heavily exposed to Apple.
Comments (1)
  • bjnflicks
    , contributor
    Comments (2997) | Send Message
     
    BRCM is a steal right now. Sold off due to lesser chip makers problems.
    13 Jul 2012, 07:46 PM Reply Like
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