This video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker discusses topics around the investing world.
With markets soaring, its no surprise that there's a healthy number of winners in the cyclical semiconductor space so far this year. However, what is surprising is that three out of the top five semiconductor performers are key players inside Apple's products. Skyworks, OmniVision, and Cirrus Logic are amongst the top five performing U.S.-traded semiconductor stocks. While each stock has its own nuances for gains -- for example, OmniVision lost share in the iPhone 4S only to see a return when the iPad was released -- the broader theme is Apple's continuing ability to surpass expectations, pushing up its key suppliers. With Apple primed for another great quarter and the newest iPad seeing record sales results, these companies look to have a continuing runway of success ahead of them if they can remain in Apple's products across the year.
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