Then, if you know who the vendors are and who is successful, you look for the semiconductor and other component players that may benefit.

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Silicon wafers, used to manufacture solar devices, is also a main component in the semiconductor industry.

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Indeed, the Philadelphia Semiconductor Index (which TXN is component of) is up slightly on the year.

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The company's component divisions that make semiconductor products and display panels also benefited from a rise in demand for smartphones.

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