China launches anti-dumping probe on U.S. analog chips, potentially leading to import duties.

China has launched an anti-dumping investigation into certain analog IC chips from the U.S., targeting commodity interface and gate driver IC chips using 40-nanometer and above technologies. Initiated by a provincial semiconductor industry association, the investigation aims to protect domestic manufacturers from perceived unfair competition. Expected to conclude by September 13, 2026, it could lead to duties on U.S. imports if dumping is confirmed. This move reflects ongoing trade tensions and China's opposition to U.S. export controls.