China is taking decisive steps to strengthen its semiconductor ecosystem, launching two major investigations aimed at creating a fairer market environment for its domestic chipmakers and ensuring long-term industry stability.
On September 13, the Ministry of Commerce announced an anti-dumping investigation into imports of certain analogue integrated circuits (ICs) such as interface chips and gate driver ICs. The decision follows data showing that imports grew by more than one-third between 2022 and 2024, while prices dropped by over 50 percent, a combination that placed significant pressure on Chinese manufacturers. The probe is expected to help level the playing field and safeguard the sustainable growth of the local industry.
In parallel, the Ministry also launched a review of global trade measures impacting Chinese semiconductor firms. The inquiry will examine whether existing restrictions have created unfair barriers for Chinese companies seeking to compete internationally. This move reflects China’s commitment to advocating for its technology sector and defending its right to participate in the global semiconductor market on equal terms.
The timing of these actions, just ahead of upcoming trade talks in Madrid, highlights China’s strategic approach to shaping the future of semiconductor development and supply chain resilience. Industry observers believe that these steps will create new momentum for domestic innovation, giving Chinese chipmakers the breathing room they need to scale production, improve technology, and boost competitiveness.
China’s broader strategy includes accelerating efforts toward semiconductor self-reliance, from increasing R&D investment to strengthening manufacturing capacity for both advanced and legacy chips. The latest measures are expected to further energize this push by aligning policy support with market realities.
While the investigations will take time to conclude, they send a clear signal: China is committed to nurturing a healthy, competitive, and innovation-driven semiconductor industry. This proactive stance not only protects domestic producers but also contributes to greater resilience in global technology supply chains.