The Chinese Ministry of Commerce announced that it will launch an anti-dumping investigation on the Analog IC chips manufactured in the United States, and at the same time, it will initiate anti-discrimination investigation on the US restrictive measures in the chip field. These chips are supplied by companies such as Texas Instruments and Analog Devices, and are widely used in mobile phones, electric vehicles and medical imaging equipment.
This operation occurred after the United States added 23 Chinese companies to the actual list, highlighting the conflict between the two parties in technology and trade. In recent years, the United States has cut off China's path to obtaining high-level AI accelerators and uses the export permit of some NVIDIA hardware as a discussion code. China will use countermeasures to protect its industrial interests.
In the past, China also conducted an online security review on the US memory manufacturer Micron. In the end, it restricted its products from entering the key-based equipment market on the grounds of "not passing the review", which was regarded as a report of US semiconductor sanctions.
On the other hand, the US-China high-level meeting will be held in Madrid, and US Secretary of Finance Scott Bessent will discuss trade, economy and national security issues with Chinese Deputy President He Lifeng. TikTok's future operations in the United States and anti-money laundering cooperation are also included in the discussion process. The meeting was a time when the Trump administration was raising taxes and both sides tried to seek an acceptable agreement.
Industry analysis, semiconductors have become the core battlefield of Sino-US competition. Beijing's investigation symbolizes its strengthening use of trade prevention tools to respond to US technology sanctions. Similar measures may be more complicated in the future, and it is necessary to increase the uncertainty of global chip supply chains.
China Starts Probes Targeting US Semiconductor Sector