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Evertiq August 26, 2026 neutral

Beyond the headlines: a live semiconductor market conversation in Gothenburg

AI / LLMSemiconductors
The semiconductor market is moving fast – but the headlines and numbers only tell part of the story. Prices are increasing, lead times are stretching, and geopolitics is reshaping how companies think about sourcing. What's harder to see from the outside is how all of this is playing out in practice: in customer behaviour, in order flows, in the conversations that happen daily between distributors, manufacturers and buyers.
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