Chinese Chip Stocks Surge on Beijing's Anti-Dumping Probe into U.S. Semiconductors

Chinese chip stocks rise after Beijing launches anti-dumping probe into U.S. semiconductors. The probe targets certain U.S.-made semiconductors as Beijing works to boost domestic industries. Shares of SG Micro Corp., Suzhou Novosense Microelectronics Co., and 3Peak Inc. advanced by as much as 8.5% on Monday.

Chinese chip stocks experienced a significant rise on Monday following the announcement of an anti-dumping probe launched by Beijing against certain U.S.-made semiconductors. This move is part of China's efforts to bolster its domestic semiconductor industry.

The probe, initiated by the Ministry of Commerce, targets imports of mature mode integrated circuit (IC) chips from the United States. The investigation is expected to last at least one year, and it comes amidst rising tensions between China and the U.S. over technology disputes. The investigation follows a 37% increase in the import volume of these chips between 2022 and 2024, while average prices dropped by 52% over the same period China launches anti-dumping probe into US analogue chip suppliers^[1].

The anti-dumping probe is anticipated to have a significant impact on major U.S. analogue chipmakers such as Texas Instruments and Analog Devices. Meanwhile, it is expected to create a more favorable environment for domestic Chinese chipmakers, particularly those specializing in analogue chip design China launches anti-dumping probe into US analogue chip suppliers^[1].

Shares of SG Micro Corp., Suzhou Novosense Microelectronics Co., and 3Peak Inc. advanced by as much as 8.5% on Monday, reflecting investor optimism about the potential benefits of the probe for these companies Chinese chip stocks rise after Beijing launches anti-dumping probe into U.S. semiconductors^[2]. These firms, which are part of China's fabless semiconductor sector, focus on chip design rather than manufacturing. The government's probe may help alleviate pricing pressure caused by low-cost imports, giving them a competitive edge.

The global demand for analogue chips has been growing, driven by applications such as electric vehicles, 5G networks, and the Internet of Things. According to World Semiconductor Trade Statistics and Frost & Sullivan, analogue chips accounted for about 15% of the global semiconductor market in 2024 China launches anti-dumping probe into US analogue chip suppliers^[1]. Mordor Intelligence estimates that China's analogue chip market will reach US$44 billion in 2025, growing at a compound annual rate of 8.3% over the next five years China launches anti-dumping probe into US analogue chip suppliers^[1].

As the anti-dumping probe progresses, industry experts expect China's legacy chipmakers to play a larger role in meeting domestic demand. This could potentially reshape the competitive landscape for analogue semiconductors in the country.