高達340%！中國反傾銷調查，點名TI、ADI、博通和安森美....

今日半導體

2025/09/16

免責聲明：文章歸作者所有，轉載僅為分享和學習使用，不做任何商業用途！內容如有侵權，請聯繫本部刪除！（手機微信同號15150147049）今日半導體媒體消息，9月13日，商務部發布重要公告，決定對原產於美國的進口相關模擬芯片發起反傾銷立案調查。此次調查的發起源於江蘇省半導體行業協會提交的反傾銷調查申請書，該事件引發了半導體行業的廣泛關注。據今日半導體媒體了解，申請書中明確指出相關美國生產商主要涉及...

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China anti-dumping investigation, names TI, ADI, Broadcom and ON Semiconductor....","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ADI":1.5,"AVGO":1.5},"content_text":"免責聲明：文章歸作者所有，轉載僅為分享和學習使用，不做任何商業用途！內容如有侵權，請聯繫本部刪除！（手機微信同號15150147049）今日半導體媒體消息，9月13日，商務部發布重要公告，決定對原產於美國的進口相關模擬芯片發起反傾銷立案調查。此次調查的發起源於江蘇省半導體行業協會提交的反傾銷調查申請書，該事件引發了半導體行業的廣泛關注。據今日半導體媒體了解，申請書中明確指出相關美國生產商主要涉及四家企業，分別為德州儀器、ADI、博通和安森美。此次申請調查的產品聚焦於相關模擬芯片中採用40nm及以上工藝製程的通用接口芯片（Commodity Interface IC Chip）和柵極驅動芯片（Gate Driver IC Chip）。今日半導體媒體從江蘇省半導體行業協會獲得的初步證據顯示，在申請調查期內，原產於美國的申請調查產品價格呈現持續大幅下降的態勢。整體平均跌幅超過50%，部分細分產品的價格降幅更是突破了55%。更為驚人的是，這些產品對華出口的傾銷幅度高達340%以上。讚助商廣告展示今日半導體媒體分析，美國模擬芯片企業採取的這種價格戰策略，已經對中國市場造成了嚴重影響。憑藉低價傾銷，美國模擬芯片在中國市場的佔有率達到了41%，對本土企業形成了明顯的擠壓。國內相關廠商的經營狀況因此急劇惡化。數據顯示，2024年國內相關廠商的毛利率較前一年下滑超過30%，部分企業甚至陷入虧損狀態。產能利用率下降了17個百分點，這意味着企業的生產設備未能充分發揮作用，資源浪費現象嚴重。同時，企業的研發投入能力也受到了極大削弱，這對於技術密集型的半導體產業來説，無疑是一個巨大的挑戰。今日半導體媒體認為，商務部發起的此次反傾銷立案調查具有重要意義。這不僅是維護市場公平競爭秩序的必要舉措，更是保護本土半導體產業健康發展的關鍵一步。後續調查結果如何，以及將對中美半導體產業格局產生怎樣的影響，今日半導體媒體將持續關注。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}