China Initiates Anti-Dumping and Anti-Discrimination Investigations against US Measures in Semiconductor Sector

Strategic Insights -

China's Ministry of Commerce has initiated two separate investigations, one anti-dumping and the other anti-discrimination, targeting US measures against China in the semiconductor sector. The investigations come on the heels of previous US restrictions on Chinese chip exports, which have been met with opposition from Chinese industry associations. The China Semiconductor Industry Association (CSIA) has expressed support for the investigations, calling for a fair trade environment and equal international cooperation.

Key Takeaways:

  • The Ministry of Commerce initiated an anti-dumping investigation into imports of analog chips originating in the United States, effective September 13, 2025, in response to an application by the Jiangsu Semiconductor Industry Association.
  • The investigation covers imports of commodity interface IC chips and gate driver IC chips using a 40nm or higher process technology, with a preliminary conclusion expected by September 13, 2026.
  • The second investigation, an anti-discrimination probe, will examine US measures against China in the integrated circuit sector, including tariffs, export restrictions, and prohibitions on economic, trade, and investment activities.
  • The investigation will last three months, with possible extensions, and will focus on discriminatory prohibitions, restrictions, or similar measures taken by the United States against China in the integrated circuit sector.
  • The China Semiconductor Industry Association has expressed support for the investigations, calling for fair trade and equal international cooperation.

Statistics:

  • 17 days elapsed since the Jiangsu Semiconductor Industry Association submitted the anti-dumping investigation application on July 23, 2025.
  • 262 days expected for the anti-dumping investigation to conclude by September 13, 2026.
  • 3 months estimated duration of the anti-discrimination investigation.
  • 6 months possible extension for each investigation in exceptional circumstances.

Sources:

  • Announcement No. 27 and No. 50 of Ministry of Commerce, 2025
  • China Electronic Enterprises Association (Chinese language)
  • China Semiconductor Industry Association (CSIA) statement (Chinese language)