patrick.net

INTC
SNDK
WDC

I wouldn't expect F to drop much further since it's already beaten up after it's recent announcements (revision of future earnings etc).

In fact I'd say so far semiconductors would be all or most of my list.

That would be a bad bet.
I would bet those that just bought an iPhone, or those that plan on buying one, along with the Android folks that buys the latest when Android L rolls out on 64bit devices.

My guess is, they'll be hanging on to those iPhones longer and not upgrading to the latest release, just for a few minor new features.

It happened to the Desk tops, eventually they were so powerful that newer systems didn't entice people to buy them. So the Laptops started being the new thing. Then eventually the laptops got good enough that people didn't keep up with new models. In fact laptop's features and featured technology went on the decline from their zenith as tablets came out. By time tablets came out, new laptops didn't come with standard card slots, firewire, and optical drives. Because it was waste to put them in, if people weren't buying them. So it became an upgrade if offered at all.
Then along came netbooks, then of course tablets, and finally Samsung came out with a decent iPhone answer.

Now that smartphones have become a conglomeration of every tech device since windows 95. Unless there's a game changer wearable device that comes out. I predict semiconductors will see a decline. A decline that will be answered with a Smart phones regression. Many features and technology will start decoupling from smart phones. Such as digital cameras over 5 megapixels. Many other sensors will also be taken out of them. Using them as computers. Pretty much everything but the phone and personal organizer will have to be taken out of the smart phone. Laws will be made about what technology can be bundled. All just to save the semiconductor industry.