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Why it’s too early to call a top on semiconductor stocks, according to these highly regarded analysts

Why it’s too early to call a top on semiconductor stocks, according to these highly regarded analysts
MarketWatch Wednesday 01 July 2026, 11:08 UTC By Barbara Kollmeyer 1 min read
Key Points

Nomura analysts offer a deep dive of the semiconductor industry and some bottlenecks that the market hasn’t even woken up to.

Nomura analysts offer a deep dive of the semiconductor industry and some bottlenecks that the market hasn’t even woken up to.
Nomura (ORG)
Originally published by MarketWatch Read original →

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