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Overlooked bottlenecks and hyperscalers forced to keep spending will keep the chip-stock rally alive, says Nomura team
Strong Bullish
100.0
−100 Bearish
0
+100 Bullish
Nomura analysts offer a deep dive into the semiconductor industry — and some bottlenecks that the market hasn’t even woken up to.
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Sentiment Signal
Strong Bullish
100.0
−100Neutral+100
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