http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 30 Sep 2025 05:19:52 -0500 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html <p>Investing.com -- KeyBanc analysts singled out Nvidia and Broadcom as the strongest names in their latest semiconductor supply chain checks, citing both companies’ rising capacity and major AI wins as reasons they remain best positioned in the sector.</p><p>For Nvidia, the broker pointed to stronger-than-expected demand and capacity expansion. The AI chipmaker has revised its advanced packaging (CoWoS) supply for 2025 to 530,000 interposers, representing more than 40% growth from this year.</p><p>Nvidia had asked for 600,000 units for 2026 but was allocated 530,000, as TSMC seeks to avoid overbooking.</p><p>With manufacturing yields improving, Nvidia is on track to ship about 30,000 AI http://www.streetinsider.com/Investing/These+2+AI+stocks+stand+out+as+supply+chain+winners%2C+says+KeyBanc/25394225.html Tue, 30 Sep 2025 05:19:52 -0500 AAMD AMD AVGO IINTC INTC INTCCL INTLP LSCC MMU MPWR MU NNVDA NVDA NVDL NVDS ON ONNN ONSE http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html <p>Investing.com -- Bernstein analysts said China’s newly launched anti-dumping investigation into U.S. analog chip imports could reshape global market dynamics.</p> <p dir="ltr">Bernstein explained that the Ministry of Commerce began the probe on Sept. 13, 2025, after a petition by the Jiangsu Semiconductor Industry Association. </p> <p dir="ltr">“This indicates that China-U.S. geopolitical tensions continue to escalate, accelerating domestic substitution for Analog,” Bernstein wrote.</p> <p dir="ltr">The investigation is said to focus on Interface and Gate Driver chips, including CAN and RS485 interface transceivers as well as isolated and multi-channel gate driver ICs. </p> <p dir="ltr">These are “widely used in automotive, industrial, and power electronics applications, serving functions like signal http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html Mon, 15 Sep 2025 14:04:09 -0500 ADI IFNNY IFXG IFXN ON ONNN ONSE RNECY TXN http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html <p>Investing.com -- Bernstein analysts said China’s newly launched anti-dumping investigation into U.S. analog chip imports could reshape global market dynamics.</p> <p dir="ltr">Bernstein explained that the Ministry of Commerce began the probe on Sept. 13, 2025, after a petition by the Jiangsu Semiconductor Industry Association. </p> <p dir="ltr">“This indicates that China-U.S. geopolitical tensions continue to escalate, accelerating domestic substitution for Analog,” Bernstein wrote.</p> <p dir="ltr">The investigation is said to focus on Interface and Gate Driver chips, including CAN and RS485 interface transceivers as well as isolated and multi-channel gate driver ICs. </p> <p dir="ltr">These are “widely used in automotive, industrial, and power electronics applications, serving functions like signal http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html Mon, 15 Sep 2025 14:04:09 -0500 ADI IFNNY IFXG IFXN ON ONNN ONSE RNECY TXN http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html <p>Investing.com -- Bernstein analysts said China’s newly launched anti-dumping investigation into U.S. analog chip imports could reshape global market dynamics.</p> <p dir="ltr">Bernstein explained that the Ministry of Commerce began the probe on Sept. 13, 2025, after a petition by the Jiangsu Semiconductor Industry Association. </p> <p dir="ltr">“This indicates that China-U.S. geopolitical tensions continue to escalate, accelerating domestic substitution for Analog,” Bernstein wrote.</p> <p dir="ltr">The investigation is said to focus on Interface and Gate Driver chips, including CAN and RS485 interface transceivers as well as isolated and multi-channel gate driver ICs. </p> <p dir="ltr">These are “widely used in automotive, industrial, and power electronics applications, serving functions like signal http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html Mon, 15 Sep 2025 14:04:09 -0500 ADI IFNNY IFXG IFXN ON ONNN ONSE RNECY TXN http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html <p>Investing.com -- Bernstein analysts said China’s newly launched anti-dumping investigation into U.S. analog chip imports could reshape global market dynamics.</p> <p dir="ltr">Bernstein explained that the Ministry of Commerce began the probe on Sept. 13, 2025, after a petition by the Jiangsu Semiconductor Industry Association. </p> <p dir="ltr">“This indicates that China-U.S. geopolitical tensions continue to escalate, accelerating domestic substitution for Analog,” Bernstein wrote.</p> <p dir="ltr">The investigation is said to focus on Interface and Gate Driver chips, including CAN and RS485 interface transceivers as well as isolated and multi-channel gate driver ICs. </p> <p dir="ltr">These are “widely used in automotive, industrial, and power electronics applications, serving functions like signal http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html Mon, 15 Sep 2025 14:04:09 -0500 ADI IFNNY IFXG IFXN ON ONNN ONSE RNECY TXN http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html <p>Investing.com -- Bernstein analysts said China’s newly launched anti-dumping investigation into U.S. analog chip imports could reshape global market dynamics.</p> <p dir="ltr">Bernstein explained that the Ministry of Commerce began the probe on Sept. 13, 2025, after a petition by the Jiangsu Semiconductor Industry Association. </p> <p dir="ltr">“This indicates that China-U.S. geopolitical tensions continue to escalate, accelerating domestic substitution for Analog,” Bernstein wrote.</p> <p dir="ltr">The investigation is said to focus on Interface and Gate Driver chips, including CAN and RS485 interface transceivers as well as isolated and multi-channel gate driver ICs. </p> <p dir="ltr">These are “widely used in automotive, industrial, and power electronics applications, serving functions like signal http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html Mon, 15 Sep 2025 14:04:09 -0500 ADI IFNNY IFXG IFXN ON ONNN ONSE RNECY TXN http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html <p>Investing.com -- Bernstein analysts said China’s newly launched anti-dumping investigation into U.S. analog chip imports could reshape global market dynamics.</p> <p dir="ltr">Bernstein explained that the Ministry of Commerce began the probe on Sept. 13, 2025, after a petition by the Jiangsu Semiconductor Industry Association. </p> <p dir="ltr">“This indicates that China-U.S. geopolitical tensions continue to escalate, accelerating domestic substitution for Analog,” Bernstein wrote.</p> <p dir="ltr">The investigation is said to focus on Interface and Gate Driver chips, including CAN and RS485 interface transceivers as well as isolated and multi-channel gate driver ICs. </p> <p dir="ltr">These are “widely used in automotive, industrial, and power electronics applications, serving functions like signal http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html Mon, 15 Sep 2025 14:04:09 -0500 ADI IFNNY IFXG IFXN ON ONNN ONSE RNECY TXN http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html <p>Investing.com -- Bernstein analysts said China’s newly launched anti-dumping investigation into U.S. analog chip imports could reshape global market dynamics.</p> <p dir="ltr">Bernstein explained that the Ministry of Commerce began the probe on Sept. 13, 2025, after a petition by the Jiangsu Semiconductor Industry Association. </p> <p dir="ltr">“This indicates that China-U.S. geopolitical tensions continue to escalate, accelerating domestic substitution for Analog,” Bernstein wrote.</p> <p dir="ltr">The investigation is said to focus on Interface and Gate Driver chips, including CAN and RS485 interface transceivers as well as isolated and multi-channel gate driver ICs. </p> <p dir="ltr">These are “widely used in automotive, industrial, and power electronics applications, serving functions like signal http://www.streetinsider.com/Investing/China%E2%80%99s+tariff+investigation+could+shift+analog+chip+market+dynamics%3A+Bernstein/25334463.html Mon, 15 Sep 2025 14:04:09 -0500 ADI IFNNY IFXG IFXN ON ONNN ONSE RNECY TXN