中美芯片战升级：北京要求美企披露核心商业机密

Group 1 - The Chinese Ministry of Commerce has requested several American semiconductor companies to submit customer lists, pricing methods, and profit details within seven weeks, indicating a potential escalation in the US-China technology rivalry [1] - The investigation appears to be a form of anti-dumping inquiry, but the extensive nature of the data requested suggests a deeper strategic motive, possibly to prepare for high-level negotiations [1][3] - The questionnaire demands transaction records, logistics costs, and price differences between local and Asian markets, which are typically considered company secrets, raising concerns about the breadth of the request [1] Group 2 - Analog chips have become a focal point due to their essential role in industries like communications and automotive, with Texas Instruments and similar companies holding over 40% of the Chinese market [3] - The timing of the inquiry coincides with recent actions by China, including export restrictions on ASML and an anti-trust investigation into Nvidia, suggesting a coordinated strategy in the lead-up to US-China talks [3] - The current situation may lead to increased prices in the Chinese market as companies adjust to compensate for the lack of data transparency, and could result in a gradual decoupling of the global chip supply chain [3]