3 6 Ke·2025-09-16 04:26Group 1 - The Ministry of Commerce has initiated an anti-dumping investigation into imported analog chips from the United States, leading to a significant rise in the A-share analog chip sector [1][5] - Major companies such as Shengbang Co., Shanghai Beiling, and Naxinwei saw their stock prices hit the daily limit, while others like SIRUI and Aiwai Electronics also experienced notable gains [1][10] - The investigation was prompted by a formal request from the Jiangsu Semiconductor Industry Association, citing a significant price drop and a dumping margin exceeding 300% for the products in question [2][3] Group 2 - The investigation will cover products primarily used in automotive and industrial systems, specifically general-purpose interface chips and gate driver chips [8][9] - The products under investigation include both finished chips and raw materials like wafers and die, emphasizing the importance of product origin [10][12] - The investigation period is set from January 1, 2024, to December 31, 2024, with the industry damage assessment covering from January 1, 2022, to December 31, 2024 [12] Group 3 - The Chinese Semiconductor Industry Association and other industry groups have expressed support for the investigation, emphasizing the need for a fair market environment [5][6] - Despite improvements in domestic analog chip self-sufficiency, major players like Texas Instruments and Analog Devices still dominate the market [11] - The price competition from U.S. manufacturers has significantly impacted domestic small and medium-sized enterprises, highlighting the challenges faced by local firms in the high-end market [12][13]