China’s legacy chip companies are set to gain from the latest escalation in the US-China tech war, as Beijing’s latest anti-dumping investigation targets analogue chipmakers from the US.
The Ministry of Commerce said on Saturday the import volume of US mature mode integrated circuit (IC) chips subject to the investigation increased 37 per cent from 2022 to 2024, but the import price decreased 52 per cent in the same period, which had “lowered and suppressed the sales prices of domestic products”.
The investigation, the latest episode in the ongoing US-China tech war, came before a scheduled meeting between the delegations of the two countries in Spain on Sunday.
Analysts expected the investigation, which would last for at least one year, to affect the sales of major US analogue chip companies like Texas Instruments and Analog Devices on the mainland and give a boost to their Chinese rivals.
Zhang Guobin, founder of the Chinese semiconductor industry website eetrend.com, said domestic companies like Silergy, SGMicro, Southchip Semiconductor Technology, Joulwatt Technology, and Novosense Microelectronics would benefit from the investigation.
