3 6 Ke·2025-09-16 01:19Group 1 - China has initiated anti-dumping investigations against American semiconductor chips, marking a significant response in the ongoing chip war with the U.S. [1] - The investigations were triggered by the U.S. Department of Commerce's recent addition of 32 entities to the export control "entity list," including 23 from China involved in chip business [1][2] - The Chinese government has also launched an anti-discrimination investigation against U.S. measures in the integrated circuit sector [1] Group 2 - Nvidia is under investigation by China's State Administration for Market Regulation (SAMR) for violating antitrust laws, particularly related to its acquisition of Mellanox Technologies in 2019 [4][7] - The acquisition raised concerns due to Nvidia's dominant market share in GPU accelerators and Mellanox's significant presence in high-speed networking equipment [9][10] - Nvidia's H20 chip, which is being sold to China, has significantly reduced performance compared to its H200 counterpart, raising fairness concerns in supply [14] Group 3 - The anti-dumping investigation targets American analog chips, with reported dumping margins of 340% for certain products [22][30] - The investigation period is set from January 1, 2024, to December 31, 2024, with the domestic industry claiming significant harm due to price suppression by U.S. companies [23][30] - The outcome of the anti-dumping investigation could lead to substantial penalties for U.S. companies like Texas Instruments and Broadcom, which collectively earn over $10 billion in China [31][32] Group 4 - The Chinese government is also conducting an anti-discrimination investigation against U.S. trade practices, which may result in tariffs or restrictions on U.S. products [32] - The ultimate countermeasure for China may involve enhancing its self-reliance in semiconductor manufacturing capabilities [33][34]