Investorsยท2025-09-13 15:57Core Viewpoint - China has initiated two investigations into the U.S. semiconductor industry, coinciding with upcoming U.S.-China trade talks, indicating rising tensions between the two nations [1][4]. Group 1: Investigations and Trade Tensions - The Ministry of Commerce in China has launched an anti-dumping probe targeting specific U.S.-made analog chips, particularly those produced by Texas Instruments and Analog Devices [2]. - A separate investigation has been initiated regarding the U.S. restrictions on integrated circuits, including 301 investigations and export control measures [2]. - These actions follow the U.S. Commerce Department's addition of 23 Chinese firms to its restricted trade list, which includes limitations on two Chinese chip companies concerning the import of U.S. chipmaking equipment [3]. Group 2: Impact on Chip Stocks - Analog Devices' stock decreased by 0.75% to $245.21, falling below a buy point of $247.72 [5]. - Texas Instruments' stock fell by 2.8% to $182.60, remaining below all moving averages despite being in a base [5]. - Nvidia's stock increased by 6.5% to $177.80, regaining its 50-day moving average and forming a flat base with a buy point of $184.48 [5]. - AMD's stock rose by 4.9% to $158.57 but did not surpass the 50-day line, indicating a potential early entry point if it does [6].