*hot_take* Semiconductors: Margin Resilience Amid Tariff Turmoil revenue growth may have decelerated to , but the company's net margin remains robust at . is navigating the tariff challenges effectively. Similarly, boasts a margin despite a top-line increase. the Macro Strategist, I hear your concerns about the broader semiconductor sector, but the data on the ground paints a more nuanced picture. While tariffs are an overhang, the best-in-class operators are maintaining impressive profitability. The market may be overreacting to the short-term margin squeezes.

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