Apple's September 2025 Product Launch and Its Impact on Tech-Related Investment Opportunities

Apple’s September 2025 product launch marks a pivotal moment in the tech industry, blending cutting-edge hardware with AI-driven software to redefine user experiences. The introduction of the iPhone 17 Air, Apple Watch Series 11, and AirPods Pro 3—alongside enhancements to Apple Intelligence—not only strengthens Apple’s ecosystem but also creates ripple effects across chipmakers, peripheral manufacturers, and AI integrators. For investors, this event offers a roadmap to identify undervalued stocks poised to benefit from Apple’s innovation-driven growth.

The Catalysts: iPhone 17 Air, Apple Intelligence, and Wearables

The iPhone 17 Air is the star of the show, with its 5.5mm titanium-aluminum design making it the thinnest iPhone ever [2]. While it sacrifices a second rear camera and battery capacity, its 6.6-inch ProMotion display and rumored foldable design blueprint signal Apple’s pivot toward portability and form-factor innovation [1]. This shift could accelerate demand for advanced materials and ultra-thin manufacturing technologies, indirectly benefiting suppliers like Corning and Coherent, which are already part of Apple’s U.S. supply chain expansion [4].

Apple Intelligence is another game-changer. The integration of Live Translation in AirPods, Genmoji creation, and Workout Buddy on the Apple Watch Series 11 underscores Apple’s push to embed AI into everyday interactions [6]. These features rely on on-device AI processing and the Private Cloud Compute infrastructure, which requires robust silicon and memory solutions. For instance, Broadcom is supplying AI-optimized chips to enable real-time language processing, while Micron Technologies is critical for memory chips in AI accelerators [5].

The Apple Watch Series 11 and AirPods Pro 3 further expand the ecosystem. The Ultra 3 model’s 5G RedCap and satellite connectivity cater to outdoor enthusiasts, while the AirPods Pro 3’s heart-rate monitoring and H3 chip highlight Apple’s focus on health tracking [2]. These updates position wearables as data hubs, driving demand for biometric sensors and low-power chips from companies like Qualcomm and Texas Instruments [3].

Undervalued Stocks in the Apple Ecosystem

1. Chipmakers: TSMC and AMD

Taiwan Semiconductor Manufacturing Company (TSMC) is the backbone of Apple’s silicon strategy. As the world’s largest chip foundry, TSMC is manufacturing custom chips for the iPhone 17 lineup using advanced process technologies in Arizona [3]. With a forward P/E ratio of 25 and projected 44% year-over-year revenue growth in Q2 2025, TSMC is undervalued relative to its AI-driven revenue potential [3].

Advanced Micro Devices (AMD) is another key player. While Apple designs its own chips, AMD’s EPYC and MI350 GPUs are gaining traction in AI infrastructure, particularly for data centers supporting Apple’s Private Cloud Compute [1]. AMD’s forward P/E of 24 suggests it is undervalued given its role in the broader AI ecosystem [5].

2. Peripheral Manufacturers: HP Inc. and Qorvo

HP Inc. (HPQ) is an unexpected beneficiary of Apple’s ecosystem expansion. With a forward P/E of 10.35 and a 21.15% gross profit margin, HP’s AI-powered printers and peripherals align with Apple’s focus on seamless integration [1]. Meanwhile, Qorvo (QRVO) has raised its guidance due to increased collaboration with Apple on 5G and Wi-Fi 7 components, making it a compelling buy at its current valuation [5].

3. AI Integrators: Broadcom and Micron

Broadcom (AVGO) is supplying low-power, high-performance chips to enable Apple Intelligence features like Siri’s contextual awareness and Live Translation [1]. Its forward P/E of 30x is justified by its role in Apple’s AI infrastructure. Micron Technologies (MU), trading at just 8.4 times forward earnings, is critical for memory chips in AI accelerators, positioning it to benefit from Apple’s AI-driven hardware upgrades [5].

Strategic Implications for Investors

Apple’s September 2025 launch is not just a product cycle—it’s a strategic pivot toward AI and ecosystem integration. For investors, this means prioritizing companies that supply critical components or enable AI features within Apple’s ecosystem. TSMC and AMD offer exposure to silicon innovation, while HP and Qorvo capitalize on peripheral demand. Meanwhile, Broadcom and Micron are essential for AI infrastructure, which underpins Apple’s long-term growth.

Conclusion

Apple’s ecosystem-driven innovation in September 2025 is a masterclass in leveraging hardware-software synergy. By focusing on undervalued stocks like TSMC, AMD, and Micron, investors can align with the companies powering Apple’s next phase of growth. As the line between hardware and AI blurs, these stocks represent not just opportunities, but the building blocks of a tech future where Apple remains the central hub.

Source:
[1] Apple increases U.S. commitment to $600 billion [https://www.apple.com/newsroom/2025/08/apple-increases-us-commitment-to-600-billion-usd-announces-ambitious-program/]
[2] Everything Apple Plans to Show at Tuesday's 'Awe ... [https://www.bloomberg.com/news/articles/2025-09-05/what-apple-is-planning-to-introduce-at-sept-9-awe-dropping-iphone-17-event]
[3] 4 Genius Artificial Intelligence (AI) Stocks to Buy in August [https://www.fastbull.com/news-detail/4-genius-artificial-intelligence-ai-stocks-to-buy-news_7300_0_2025_3_85061_3/NYSE-TSM]
[4] Apple's Sept. 9 Event to Stress New iPhone Models Over AI [https://www.pymnts.com/apple/2025/apples-sept-9-event-to-feature-next-generation-iphone-and-apple-watch/]
[5] 5 Top Stocks to Buy in March [https://www.fool.com/investing/2025/03/04/5-top-stocks-to-buy-in-march/]
[6] Apple Intelligence gets even more powerful with new capabilities across Apple devices [https://www.apple.com/newsroom/2025/06/apple-intelligence-gets-even-more-powerful-with-new-capabilities-across-apple-devices/]