Jun. 8 at 2:52 PM
A quick breakdown of
$AAPL’s WWDC supply chain exposure
$MU provides DRAM and NAND powering iPhones, Macs, and iPads.
$QCOM supplies cellular modems for iPhone connectivity.
$AVGO handles RF chips, WiFi and Bluetooth combos, plus custom ASIC co-development with Apple.
$SONY is behind the CMOS image sensors in iPhone cameras.
WWDC isn’t just software-it’s a reminder of how deep Apple’s hardware ecosystem runs across semis and components
