China Initiates Anti-Dumping Probe on U.S. Analog Chips

China’s Ministry of Commerce announced an anti-dumping investigation targeting specific U.S. analog IC chips on September 13, 2025. This follows claims of increased imports damaging Chinese manufacturers due to falling prices.

Texas Instruments, Analog Devices, and ON Semiconductor are among U.S. companies affected by the probe. The investigation responds to petitions from a domestic semiconductor association in Jiangsu Province. China’s MOFCOM cited violations of WTO rules by the U.S.

The investigation’s immediate effect includes potential tariffs on U.S. chip imports. This could lead to increased costs for affected companies and disrupt supply chains. Local manufacturers may benefit from reduced competition.

Financial implications include potential tariffs raising export costs for U.S. companies. Political tensions between the U.S. and China are likely to escalate, affecting broader trade relations and international cooperation.

The probe could drive market volatility in sectors heavily reliant on U.S.-China trade. The semiconductor industry may face further shifts, influencing policy and business strategies globally.

Historical trends suggest anti-dumping investigations often result in duties that protect local industries. While no direct impact on cryptocurrencies is expected, tech-sector uncertainty could affect crypto market sentiment.

“The U.S. government has recently overstretched the concept of national security, abused export controls and long-arm jurisdiction, and maliciously blocked and suppressed China’s chip products and the artificial intelligence industry. Such practices have seriously violated World Trade Organization (WTO) rules and damaged the legitimate rights and interests of Chinese enterprises, and China is firmly opposed to them.” – MOFCOM Spokesperson, China’s Ministry of Commerce Xinhua