TI(US:TXN) Zhong Guo Neng Yuan Wang·2025-09-15 03:05Core Viewpoint - The Ministry of Commerce of the People's Republic of China has decided to initiate an anti-dumping investigation against imported analog chips originating from the United States, effective from September 13, 2025 [1][2]. Group 1: Investigation Details - The investigation will focus on imported analog chips from the United States, with four major manufacturers identified: Texas Instruments, ADI, Broadcom, and ON Semiconductor [2]. - Preliminary evidence submitted by the Jiangsu Semiconductor Industry Association indicates that the prices of the investigated products have significantly decreased, with a dumping margin exceeding 300% during the investigation period [2]. - The market share of the investigated products in China has averaged 41% annually, with total import quantities showing a substantial upward trend: 1.159 billion units in 2022, 1.299 billion units in 2023, and 1.590 billion units in 2024 [2]. Group 2: Price Increase by Texas Instruments - Texas Instruments (TI) has initiated a new round of price increases, exceeding the previous increases in June, affecting industrial control, automotive, and computing-related chip products [3]. - The price hikes are significant, with over 40% of industrial control chips experiencing increases, such as a 28% rise in the price of a 16-bit ADC chip from $3.2 to $4.1 [3]. - In the automotive sector, prices for battery management system isolation chips have risen by 22%, while power management ICs for in-vehicle entertainment have increased by 18%-25% [3]. Group 3: Market Implications - The anti-dumping investigation is seen as a countermeasure to the U.S. sanctions against Chinese entities in the semiconductor sector, reinforcing the trend of domestic substitution for imported analog chips [4]. - The price increases by TI, combined with the changing policy environment regarding U.S. imports, are expected to create further opportunities for domestic manufacturers in the analog chip market [4]. - Recommended companies in the analog chip sector include Sirepu, with others such as Shengbang, Naxinwei, Aiwai Electronics, Jiewate, Xidi Micro, Biyi Micro, and Nanchip Technology also highlighted [5].