Story perspectives

China Targets US Chip Imports in Anti-Dumping Probe

9/15/2025

Summary

Story summary

China has launched an anti-dumping investigation into US analogue integrated circuit (IC) chips, citing price depression in the domestic market.
The investigation will focus on general-purpose interface and gate driver chips and is expected to last one year.
US chip imports increased by 37%, while prices dropped by 52% from 2022 to 2024, according to the Jiangsu Provincial Semiconductor Industry Association.
Major US companies like Texas Instruments and Analog Devices may be impacted, while Chinese firms such as Silergy and SGMicro could gain market share.
China's analogue chip market is projected to reach $44 billion by 2025, with an annual growth rate of 8.3%.

History

Historical Context

In 2018, the U.S. imposed tariffs on $250 billion of Chinese goods, escalating trade tensions that had been brewing for years. This led to a 37% increase in U.S. chip imports and a 52% drop in prices. China's investigation into U.S. chip firms highlights the ongoing economic rivalry, which may reshape global semiconductor supply chains and impact technological advancements in both nations.

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Story summary

China has launched an anti-dumping investigation into US analogue integrated circuit (IC) chips, citing price depression in the domestic market.
The investigation will focus on general-purpose interface and gate driver chips and is expected to last one year.
US chip imports increased by 37%, while prices dropped by 52% from 2022 to 2024, according to the Jiangsu Provincial Semiconductor Industry Association.
Major US companies like Texas Instruments and Analog Devices may be impacted, while Chinese firms such as Silergy and SGMicro could gain market share.
China's analogue chip market is projected to reach $44 billion by 2025, with an annual growth rate of 8.3%.

1 / 2