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

On July 9, 2026, semiconductor stocks including Entegris, onsemi, and Power Integrations surged in the afternoon session, driven by renewed optimism around AI chip demand. This rally followed a recent... Read original →

A potential easing of China’s H200 import curbs may temporarily ease AI chip shortages but accelerates the decoupling of global semiconductor tech stacks. Materials and equipment suppliers like Entegris stand to gain from 3nm EUV ramp-ups, yet face inventory risks if foundry clients like Samsung adjust capex amid policy volatility. SK Hynix’s oversubscribed ADR signals institutional confidence in HBM4 adoption, while homegrown efforts like DeepSeek remain bottlenecked by EUV and advanced packaging bans. Over the next 12–24 months, U.S. export controls are likely to shift toward performance-based thresholds, pushing Chinese firms toward inference optimization—boosting demand for onsemi and Power Integrations’ power-efficient solutions. Geopolitical compliance is now a fixed cost; companies with multi-regional manufacturing will command pricing leverage.