Sep 13 Evening - A China Ministry of Commerce (MOC) announcement shook the semiconductor sector: it officially initiated an anti-dumping investigation into U.S.-origin analog chips. The move follows an application from the Jiangsu Semiconductor Industry Association, targeting four U.S. giants—TI, ADI, Broadcom, and ON Semiconductor.
Preliminary evidence shows: during the probe period, U.S.-origin analog chip prices plummeted, with a dumping margin over 300% for China exports. These products also held an average 41% annual share of China’s market.
From 2022 to 2024, imports of targeted chips rose to 1.159B, 1.299B, and 1.59B units; their market share jumped from 35.40% to 44.98%. Meanwhile, average prices dropped over 50% —from 3.36 yuan/unit (2022) to 1.62 yuan/unit (2024).
The China Semiconductor Industry Association and China Chamber of Commerce for Machinery & Electronic Products Import & Export backed the probe. The former stressed: “A fair market environment is key for semiconductor development; enterprises should compete benignly via innovation and collaboration.”
The probe covers general-purpose interface chips and gate driver chips (40nm+ processes) (including finished chips, wafers, dies). The dumping probe period is 2024; the industry injury probe spans 2022–2024.
ICgoodFind Summary: This probe impacts China’s domestic analog chip fair competition and global semiconductor pattern —its follow-up warrants attention.
