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China Japan Semiconductor Chemical Anti-Dumping Investigation Intensifies

2 min readSource

China has launched an anti-dumping investigation into Japanese dichlorosilane as of Jan 7, 2026. Explore the impact of this China Japan semiconductor chemical anti-dumping investigation.

The chip war just found a new chemical front. China's Ministry of Commerce has officially launched an anti-dumping investigation into Japan-originated dichlorosilane, a critical chemical for high-end semiconductor manufacturing. The move signals a sharp escalation in trade tensions between the two Asian giants.

Scope of the China Japan Semiconductor Chemical Anti-Dumping Investigation

According to official notices, the probe began on January 7, 2026, and is expected to conclude within one year. However, authorities noted it could be extended for another six months under special circumstances. This investigation specifically targets chemicals used in thin-film deposition, a process vital for layering microscopic circuits on silicon wafers.

Strategic Impact on Chip Supply Chains

Japan remains a dominant player in the global supply of specialty gases like dichlorosilane. Industry analysts suggest that Beijing's move is a direct response to Tokyo's cooperation with US-led export controls on advanced chipmaking equipment. If tariffs are imposed, it could significantly raise production costs for Chinese domestic fabs while pressuring Japanese exporters to find alternative markets.

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