Overview

• Beijing launched two inquiries: an anti-discrimination review of U.S. chip policy and an anti-dumping investigation into certain American-made analog ICs.
• The dumping case targets commodity interface and gate-driver chips commonly supplied by firms such as Texas Instruments, Analog Devices and ON Semiconductor.
• The announcements came a day before Sept. 14–17 talks in Madrid between Vice Premier He Lifeng and Treasury Secretary Scott Bessent, with tariffs, export controls, TikTok and money laundering on the agenda.
• China’s trade regulator said the anti-dumping probe is expected to run about a year with a possible six-month extension, while the anti-bias review typically concludes in roughly three months.
• The move follows the U.S. adding 32 entities, including 23 in China, to a restricted list, naming two firms accused of obtaining U.S. chipmaking equipment for SMIC.