Barclays stress-tests semiconductor industry, sees Besi revenue down ~25% in 25% data center cut scenario

In a November 9 report, Barclays stress-tested the semiconductor industry, modeling a 25% reduction in data center gigawatt deployment by 2028. It maintained a neutral rating on Besi, noting revenue could fall about 25% versus 2027 projections under the scenario.

Detected & updated continuously · Source: Nebula