Apple (AAPL) is the #1 direct play as the company has moved iPhone and many accessories to USB-C, driving mass-market adoption. Indirect exposure comes from the chip and controller makers that enable USB-C Power Delivery, including NXPI Semiconductors (NXPI), STMicroelectronics (STM), Texas Instruments (TXN), and Infineon Technologies (IFNNY). Additional upside can emerge from the broader USB-C ecosystem—USB-C cables, PD-enabled chargers, and battery packs—where suppliers and contract manufacturers in the electronics supply chain stand to benefit.