Entegris, onsemi, and Power Integrations Shares Are Soaring, What You Need To Know - The Globe and Mail

The semiconductor sector rebounded strongly amid reports that China may ease restrictions on advanced Nvidia AI chip imports, driving significant gains in stocks like Entegris, onsemi, and Power Integ... Read original →

China’s potential easing of H200 import curbs marks a pivotal shift in the AI supercycle’s geopolitical calculus—not merely a trade adjustment but a recalibration of tech sovereignty. This move immediately boosts visibility for upstream players like Entegris and onsemi, whose materials and power ICs are critical to EUV and 3nm advanced packaging. Compliance-wise, firms now face dual regulatory burdens: U.S. export controls and China’s localization mandates, inflating operational complexity. Nvidia’s dominance is increasingly contested by homegrown inference chips from DeepSeek, while SK Hynix’s oversubscribed ADR offering signals surging institutional appetite for AI memory—forcing Samsung and Micron to accelerate HBM4 roadmaps. Over the next 12–24 months, the real tailwind lies in how this policy window fuels Chinese cloud giants’ custom silicon strategies, driving AI chips toward vertical integration and redirecting global semiconductor capex away from generic architectures.