September 22, 2025 /SemiMedia/ — China’s Ministry of Commerce said it has opened an anti-dumping investigation into certain analog chips imported from the United States, naming Texas Instruments, Analog Devices, Broadcom and onsemi among the producers under scrutiny.

The case, filed by the Jiangsu Semiconductor Industry Association, targets interface ICs and gate driver ICs manufactured using 40nm process technology and above. Preliminary evidence submitted to authorities indicated that prices of these US-made chips shipped to China fell by more than 50% during the review period, with some categories dropping over 55%. Dumping margins were alleged to exceed 340%.

Chinese industry groups said the aggressive pricing has pushed US chipmakers’ market share in China to 41%, squeezing local competitors. In 2024, domestic manufacturers reported profit margins dropping more than 30% year-on-year, with some firms posting losses, capacity utilization falling by 17 percentage points, and research investment under strain.