China Launches Anti-Dumping Probe on U.S. Analog Chips

 

U.S.–China Trade Tensions Escalate Ahead of High-Level Talks

China has officially launched anti-dumping investigations into U.S. analog semiconductors, just days before a high-level trade dialogue in Spain. The move highlights escalating tensions between the world’s two largest economies as they continue to clash over technology, tariffs, and geopolitical influence.

China Targets U.S. Analog Chips

On September 14, China’s Ministry of Commerce announced a one-year anti-dumping probe into American-made analog chips, with the option to extend the investigation by six months if needed. The ministry stated that the decision was based on an application from the Jiangsu Semiconductor Industry Association, which argued that a surge in imports and falling prices have harmed China’s domestic semiconductor sector.

According to official data, imports of U.S. analog chips to China rose 37% between 2022 and 2024, while average prices fell 52%, creating significant pricing pressure on Chinese manufacturers.

Retaliation Against U.S. Sanctions

China also launched an anti-discrimination investigation into U.S. measures targeting Chinese semiconductors. Beijing argues that Washington’s policies—such as export restrictions, high tariffs, and limitations on American participation in Chinese chip firms—violate World Trade Organization (WTO) rules and unfairly hinder China’s AI and semiconductor industries.

Key U.S. actions cited by China include:

  • The imposition of high tariffs on Chinese integrated circuits since 2018

  • Export control regulations starting in 2022

  • Restrictions on Huawei and Chinese AI semiconductor applications by 2025

  • Revocation of export licenses for U.S. chip equipment to TSMC’s Nanjing plant

A Fragile Trade Truce

Despite ongoing disputes, both nations previously agreed to extend a tariff truce until November 2025, lowering duties that had exceeded 100% on certain products. However, the latest moves suggest that the uneasy truce may unravel as both sides adopt a tougher stance ahead of negotiations.

Recently, the U.S. also sanctioned two Chinese companies accused of purchasing semiconductor equipment on behalf of SMIC, and added 23 Chinese firms to its export control list. In response, Beijing imposed anti-dumping duties of up to 78.2% on U.S. specialty optical fibers—and is now targeting analog semiconductors.




What’s Next?

All eyes are on the Spain trade talks between U.S. Treasury official Scott Bessent and Chinese Vice Premier He Lifeng. While both sides have much to gain from stabilizing economic relations, the semiconductor dispute underscores the depth of mistrust.

For global markets, this conflict is more than a bilateral spat—it threatens the global semiconductor supply chain, impacting industries from consumer electronics to AI and 5G infrastructure. Investors, manufacturers, and policymakers will be watching closely to see if compromise is possible, or if tech decoupling will accelerate further.


#USChinaTrade #SemiconductorWar #AnalogChips #ChinaCommerce #TradeTensions #ChipWar #USChinaRelations #TechDecoupling #WTO #GlobalSupplyChain #Sanctions #AIchips


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