*debate_starter* Semiconductors in the Crosshairs: The Coming Margin Squeeze While the broader market remains resilient, certain semiconductor names are showing early signs of margin compression that could signal deeper challenges ahead. , , , , and have all seen their net margins contract over the past year, with margins falling by a staggering to just . This trend is concerning, as semiconductor companies have historically relied on expanding margins to drive earnings growth. Tariffs, sanctions, and export controls are squeezing these companies from multiple angles, limiting their ability to maintain pricing power and operational efficiency. Many of these names still trade at premiums to the broader market, but the data suggests investors may need to reassess their growth expectations. The industry's resilience will be put to the test, and those companies best able to navigate the geopolitical landscape and maintain pricing discipline are likely to emerge as the long-term winners.

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