Semiconductor stocks fall after China launches US chip probes

Published 15/09/2025, 12:10
© Reuters.

Investing.com -- Shares of semiconductor companies focused on auto and industrial markets tumbled Monday after China launched two investigations targeting the US chip sector amid ongoing trade talks between the two countries in Madrid.

Texas Instruments (NASDAQ:TXN) stock fell 3.1%, while ON Semiconductor (NASDAQ:ON) dropped 2%, NXP Semiconductors (NASDAQ:NXPI) declined 3.5%, and Analog Devices (NASDAQ:ADI) shed 3%. Microchip Technology (NASDAQ:MCHP) also slipped 1.5%.

China’s Ministry of Commerce announced Saturday it had opened an anti-dumping probe into certain American-made analog IC chips. Texas Instruments, Analog Devices, Broadcom (NASDAQ:AVGO) and ON Semiconductor were specifically named on a list of companies that Jiangsu’s semiconductor industry association requested to be investigated.

Simultaneously, China initiated an anti-discrimination investigation targeting US moves against the Chinese chip sector. The probes come 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."

The timing is particularly significant as US Treasury Secretary Scott Bessent is set for discussions with Chinese Vice Premier He Lifeng in Madrid on trade, economic and national security issues.

Analog chips, which help digital systems interface with the real world by handling tasks like wireless signal amplification and power regulation, are essential components in smartphones, electric vehicles, and medical imaging devices. While they don’t require cutting-edge manufacturing processes, they remain critical across multiple industries.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.