2 Companies Poised to Explode If Apple Ditches Samsung
Appleand Samsung's legal disputes continue, and it's unlikely that these bickering partners will remain in business together much longer as they proceed to sue each other around the world.
Samsung manufactures Apple's line of chips that appear in the iPhone 5, and the real focal point for investors is who will pick up the extra business once Samsung is kicked out of the Apple-sphere. Two possible companies are Taiwan Semiconductor, the world's largest chip foundry, and KLA-Tencor, which manufactures equipment that TSM would use. If Apple does shift that business as people expect it will, these manufacturers could see a huge tailwind and are definitely stocks to keep an eye on.
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The article 2 Companies Poised to Explode If Apple Ditches Samsung originally appeared on Fool.com.Andrew Tonner and The Motley Fool own shares of Apple. You can follow Andrew and all his writing on Twitter at @Andrew Tonner. Anand Chokkavelu has no positions in the stocks mentioned above. Motley Fool newsletter services recommend Apple. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
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