Nomura analysts offer a deep dive into the semiconductor industry — and some bottlenecks that the market hasn’t even woken up to.
Source: [MarketWatch](https://www.marketwatch.com/story/why-its-too-early-to-call-a-top-on-semiconductor-stocks-according-to-these-highly-regarded-analysts-bb1139d4?mod=mw_rss_topstories)