Overview

• China’s Ministry of Commerce opened an antidumping investigation into certain U.S. analog ICs used in devices such as headphones, Wi‑Fi routers, and temperature sensors.
• The probe targets commodity interface and gate‑driver chips commonly supplied by Texas Instruments and ON Semiconductor, according to the ministry’s notice.
• A separate anti‑discrimination review challenges U.S. chip measures that Beijing argues are protectionist and aimed at curbing China’s high‑tech development.
• The announcements come just before Sept. 14–17 meetings in Madrid between Vice Premier He Lifeng and U.S. Treasury Secretary Scott Bessent.
• Days earlier, the U.S. added 23 Chinese firms to a restricted trade list, including two accused of obtaining equipment for SMIC, while the administration extended TikTok’s divest‑or‑ban deadline to Sept. 17.