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半导体行业观察·2025-09-14 02:55

Core Viewpoint - China has initiated anti-dumping investigations against certain imported analog chips from the United States in response to perceived aggressive actions by the U.S. in the semiconductor sector, claiming violations of WTO rules and harm to domestic industries [2][3][15]. Group 1: Anti-Dumping Investigation - The Ministry of Commerce of China received a formal application for an anti-dumping investigation on July 23, 2025, from the Jiangsu Semiconductor Industry Association, representing the domestic analog chip industry [3]. - The investigation will cover imported analog chips from the U.S. with a focus on general interface and gate driver chips, which have seen a 37% increase in import volume and a 52% decrease in import prices from 2022 to 2024 [2][3]. - The investigation period is set from January 1, 2024, to December 31, 2024, with the damage assessment period from January 1, 2022, to December 31, 2024 [3][4]. Group 2: Investigated Products - The investigation targets certain analog integrated circuit chips, specifically those using 40nm and above process technology, including general interface chips and gate driver chips [4][5]. - General interface chips include various types such as CAN transceiver chips, RS485 transceiver chips, and digital isolator chips, which are used in automotive and industrial applications [5][6]. - Gate driver chips are designed to control power semiconductor devices, enhancing their switching speed and efficiency [6]. Group 3: Investigation Procedures - Interested parties must register to participate in the investigation within 20 days of the announcement, providing relevant information about their operations and the products involved [7][9]. - The Ministry of Commerce will utilize methods such as questionnaires, hearings, and on-site inspections to gather information during the investigation [11][18]. - The investigation is expected to conclude by September 13, 2026, unless extended under special circumstances [14][19]. Group 4: Discrimination Investigation - The Ministry of Commerce has also launched an anti-discrimination investigation against U.S. measures affecting China's semiconductor industry, citing evidence of discriminatory practices since 2018 [15][16]. - The investigation will assess various U.S. actions, including tariffs and restrictions on exports of semiconductor products and manufacturing equipment to China [16][17]. - The investigation will follow similar procedures as the anti-dumping investigation, with a typical duration of three months [19][21].