Entegris, onsemi, and Power Integrations Shares Are Soaring, What You Need To Know - Yahoo Finance

On July 9, 2026, semiconductor stocks including Entegris, onsemi, and Power Integrations surged in the afternoon session, driven by renewed optimism amid a recent selloff. The rally was sparked by rep... Read original →

China’s potential limited approval of H200 imports appears bullish for Entegris but reveals deeper supply chain fragility. Technically, it will boost demand for EUV photoresists, advanced packaging, and high-efficiency power ICs—favoring Power Integrations. Yet compliance burdens surge as firms must now manage dual-track inventory strategies amid shifting U.S.-China export controls. SK Hynix’s oversubscribed ADR signals aggressive HBM4 scaling, pressuring onsemi to accelerate its 2nm AI accelerator partnership with TSMC to reduce Nvidia dependency. While DeepSeek’s in-house inference chip won’t break CUDA’s dominance, it fuels customer-driven diversification. Over the next 18 months, geopolitical friction will institutionalize: chip licensing becomes a standard tool, forcing a bifurcated global supply chain—one for China, one for Western AI clusters. The real winners? Mid-stack suppliers capable of operating seamlessly across both systems.