Fortune | FORTUNE 09月13日
中美贸易磋商前夕,中国启动半导体相关调查
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在美国计划与中国就贸易及其他问题进行会谈之际,中国商务部宣布对美国半导体行业启动两项调查。一项是针对某些美国制造的模拟集成电路(IC)芯片的反倾销调查,涉及德州仪器和亚德诺半导体等公司。另一项是针对美国针对中国芯片行业的歧视性行为的反歧视调查。这些举措发生在美国将23家中国公司列入实体清单之后,此举限制了被认为“违背美国国家安全或外交政策利益”的企业。这些调查为即将举行的中美高级官员会谈蒙上了一层紧张气氛。

🇺🇳 中方启动半导体反倾销调查:中国商务部宣布对某些美国制造的模拟集成电路(IC)芯片发起反倾销调查。此举针对的是如德州仪器(Texas Instruments Inc.)和亚德诺半导体(Analog Devices Inc.)等公司生产的产品,旨在评估其是否以倾销价格进入中国市场,损害中国国内产业。

⚖️ 展开反歧视调查:与反倾销调查同步,中国商务部还启动了一项反歧视调查。该调查旨在评估美国针对中国芯片行业的相关措施是否存在歧视性,以及这些措施是否对中国半导体产业的公平发展构成了不当限制或压制。

🌐 贸易背景与会谈:此次调查发生在美国将23家中国企业列入实体清单之后,并为即将举行的中美贸易及经济问题高级别会谈增添了紧张气氛。美国财政部长耶伦(Scott Bessent)将与中国副总理何立峰在马德里举行会晤,讨论贸易、经济和国家安全议题。

💡 半导体作为竞争焦点:半导体已成为中美科技竞争的关键领域。美国限制中国获取先进人工智能芯片,并利用部分英伟达(Nvidia Corp.)硬件的许可作为谈判筹码。中方则对此表示担忧,并采取反制措施,如之前的反规避调查和反倾销税。

China launched two investigations targeting the US semiconductor sector ahead of planned talks between the two nations on trade and other issues.

The Ministry of Commerce said in a statement on Saturday that it’s opened an anti-dumping probe relating to certain American-made analog IC chips, the sort of products sold by Texas Instruments Inc. and Analog Devices Inc. At the same time, the ministry also kicked off an anti-discrimination investigation into US moves against the Chinese chip sector, according to a separate statement.

The probes comes shortly after the US added 23 more China-based companies to its entity list, which imposes restrictions on businesses deemed to be “acting contrary to the national security or foreign policy interests of the US.”

China’s public rebuke of US trade measures sets up a tense opening for a multi-day meeting between top officials on both sides. US Treasury Secretary Scott Bessent is set to meet with Chinese Vice Premier He Lifeng in Madrid to discuss trade, economic and national security issues. The talks come after months of back and forth on trade negotiations and a pause on the Trump administration’s elevated tariffs on China while the two sides seek to work out a mutually agreeable deal.

Read more: Trump Extends China Truce for 90 Days, Averting Tariff Hike

Semiconductors have grown into a key ground of contestation, as the US has cut off China’s access to the most advanced artificial intelligence accelerators and used the licensing of some less-powerful Nvidia Corp. hardware as a bargaining chip — though Chinese officials have pushed backand expressed reservations about security risks.

The unsettled state of negotiations has also found expression in China recently making its first use of a so-called anti-circumvention investigation that led to anti-dumping duties on US optical fiber imports. That tool is expected to play a greater role in the future, according to state TV.

Read more: China Slams US for Imposing New Sanctions Ahead of Spain Talks

“The US has taken a series of prohibitions and restrictions against China in the field of integrated circuits over recent years, including 301 investigations and export control measures,” a commerce ministry spokesperson said in another statement. “Those protectionist practices are suspected of discrimination against China and are a containment and suppression of China’s development of advanced computing chips and high-tech industries such as artificial intelligence.”

Officials at the US Trade Representative and spokespeople for Texas Instruments and Analog Devices did not immediately respond to requests for comment.

Bessent and He’s discussions will cover, among other matters, the status of ByteDance Ltd.’s TikTok, a service that President Donald Trump has estimated could be worth as much as $500 billion to the US. TikTok has until next week to reach a deal to ensure it continues operations in the US, though such deadlines have already been extended several times this year. Efforts to combat money laundering will also be on the agenda, according to the US Treasury Department.

Read More: China Begins Probe Into US Chip Grants, Alleged Dumping

China said in January that it will investigate allegations the US dumps lower-end chips and unfairly subsidizes its own chipmakers, marking one of Beijing’s strongest retaliatory moves against American technology sanctions. The anti-dumping probe will run for about a year and may be extended by another six months, if needed, while the anti-bias probe usually takes about three months, according to the trade regulator.

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中国 美国 半导体 贸易调查 反倾销 反歧视 科技竞争 China US Semiconductors Trade Investigation Anti-Dumping Anti-Discrimination Tech Competition
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