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

MarketWatch · Jul 1, 2026, 11:08 AM · Also reported by 2 other sources

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

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

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