china probes us chip imports amid trade tension

2025-09-15 general

beijing, Monday, 15 September 2025.
china’s commerce ministry has started an anti-dumping investigation into analog chips imported from the us. the investigation focuses on interface and gate driver chips. this action follows accusations of unfair practices related to the us chips and science act. chinese authorities claim a 37% surge in import volumes coupled with a 52% price drop harmed domestic industries. this probe intensifies existing trade disputes. it also casts a shadow over global semiconductor supply chains and market dynamics for major players.

investigation details

The anti-dumping investigation targets interface and gate-driver ICs [2][3]. These chips are commonly used in PCs, routers, and power supply units [2]. The investigation focuses on chips made with 40nm or larger process technology [2][3]. Examples of targeted chips include RS-485 and CAN transceivers, digital isolators and I2C expanders [3]. Gate-driver chips used in voltage regulator modules are also included [3]. The investigation period for the dumping margin is from july 1, 2024, to june 30, 2025 [7]. The period for examining injury to the domestic industry spans from january 1, 2021, to june 30, 2025 [7].

retaliatory measures

China’s Ministry of Commerce (MOFCOM) initiated a separate anti-discrimination investigation into U.S. measures in the integrated circuit sector [1][4]. This investigation suggests that U.S. actions violate the Foreign Trade Law of the People’s Republic of China [1]. MOFCOM argues that U.S. policies are discriminatory and impede China’s high-tech industries [1][4]. These actions may lead to countermeasures against the U.S., increasing uncertainty for investors [4]. The investigation adheres to principles of fairness and transparency, inviting participation from affected parties [1].

potential impact on us companies

The anti-dumping probe could significantly impact U.S. analog chip manufacturers [2]. If dumping is confirmed, China might impose tariffs on these chips, raising their prices and reducing their competitiveness [7]. This could lead to decreased revenue and profits for affected U.S. companies. Investors should monitor companies that heavily rely on analog chip exports to China [alert! ‘names of specific companies not provided in the source’]. Companies may need to diversify their markets to mitigate risks associated with this investigation [GPT].

market and supply chain effects

This investigation adds to existing concerns about global semiconductor supply chain stability [1]. Trade tensions between the U.S. and China could disrupt the supply of essential components [1]. Companies that rely on chips assembled in China may face higher costs or supply shortages [2]. Investors should assess the potential impact on companies that depend on smooth supply chains. Companies may need to explore alternative sourcing options to reduce dependence on specific regions [GPT].

investigation timeline and next steps

The anti-dumping investigation is expected to conclude by september 13, 2026, but could be extended by six months [1][3][7]. Interested parties had until october 2, 2025, to register with the Trade Remedy Investigation Bureau and submit comments [3][7]. The Ministry of Commerce may use questionnaires, hearings, and on-site inspections to gather information [7]. Investors should closely follow the investigation’s progress and any preliminary findings [alert! ‘no preliminary findings yet’]. Any tariffs imposed could affect stock valuations [GPT].

Bronnen

trade restrictions anti-dumping