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The global semiconductor crisis of 2020-2022 feels like a distant memory. Lead times have normalised for many references, stocks have been replenished, and some buyers have fallen back into bad habits: ordering just-in-time, from a single source, from the big…

The third quarter of 2024 will be remembered as a turning point for the semiconductor and electronic components industry. Between record-breaking sales, major restructurings and persistent geopolitical tensions, here are the events that shaped the sector between July and September…