China Launches Anti-Dumping Probe into Japanese Dichlorosilane Imports
According to Reuters, dichlorosilane is a critical chemical essential for producing modern memory chips and logic chips.
China’s Ministry of Commerce initiated this investigation following a complaint filed by Sunfar Tangshan Electronic Materials Co., representing domestic Chinese manufacturers, in late 2025.
Chinese authorities will scrutinize trade activities during two specific periods. The anti-dumping investigation will cover the period from July 1, 2024, to June 30, 2025.
Simultaneously, the investigation into the impact on domestic production will span from early 2022 to mid-2025. The entire process is expected to conclude by January 7, 2027.
Dichlorosilane, a vital chemical in chip manufacturing.
Data from the complaint reveals a significant increase in dichlorosilane imports from Japan to China between 2022 and 2024. Alongside this surge, prices from Japanese suppliers plummeted by a cumulative 31%.
Chinese manufacturers argue that this abnormal price drop has severely undermined the competitiveness and financial health of domestic enterprises.
This investigation follows Beijing’s recent restrictions on dual-use exports to Japan. Analysts view this as a strategic response to Japan’s own restrictions on China’s semiconductor industry.
Beijing restricts exports of certain goods to Japan.
Targeting dichlorosilane highlights China’s efforts to reduce reliance on external sources for critical upstream materials in the high-tech supply chain.
Financial markets reacted differently in both countries. In Japan, shares of major chemical companies like Shin-Etsu Chemical and Mitsubishi Chemical declined upon the announcement.
Conversely, Chinese chemical companies saw a positive uptick in stock prices, driven by expectations of gaining domestic market share.
These developments underscore the increasing complexity of the semiconductor material supply chain amid evolving trade policies.
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