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

Nomura analysts released a report examining semiconductor industry conditions and supply chain constraints. The analysis identified specific bottlenecks in materials, equipment, and manufacturing capacity that the analysts said the market had not yet fully priced in. The report did not project a near-term peak in semiconductor valuations. Nomura's semiconductor equity research team issued the assessment as part of ongoing coverage of the sector.

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