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Here are the chip stock winners from the new iPhones: Cowen

A Broadcom chip
David Paul Morris | Bloomberg | Getty Images

The latest iPhones announced by Apple on Tuesday will likely be the biggest consumer technology product launches this year.

To take advantage, one Wall Street analyst shared his best semiconductor stock ideas featuring those that will benefit the most from innovative features added to the new models.

"Our supply chain work indicates a significant increase in iPhone X units for December quarter," Cowen analyst Karl Ackerman wrote in a note to clients Tuesday.