Found this blurb on another Motley Fool article:
Expert: Apple Held Hostage By Critical Part
Don’t buy Apple! That was the message one top tech analyst shared recently. After years of calling Apple’s meteoric rise, he’s uncovered a new part so critical to their future devices that he’s urging all investors paying attention to shift their money THIS INSTANT. Click here now to read the breaking report that changed his mind.
(Interesting read at the link above, but then you again have to give them your email address to actually find out the name of the company - which I didn't do.)