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3w ago

China Opens Anti-Dumping Probe Into Japan’s Chipmaking Gas Dichlorosilane

The move follows a new curb on dual-use exports to Japanese military users, signaling pressure on a supply chain where Japan dominates China’s imports.

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Overview

  • China’s Ministry of Commerce launched a year-long investigation into alleged dumping of dichlorosilane by Japanese suppliers, with a possible six-month extension.
  • The probe will assess pricing from July 1, 2024 to June 30, 2025 and industry injury from January 1, 2022 to June 30, 2025, with a final decision due before January 7, 2027.
  • Authorities said the case was opened after a petition from Chinese producers alleging rising import volumes from Japan alongside a roughly 31% price decline between 2022 and 2024.
  • Ministry documents list Japanese firms Shin-Etsu Chemical, Air Liquide Japan G.K., and Mitsubishi Chemical Group among suppliers tied to the trade flows under review.
  • The announcement followed China’s ban on exports of dual-use items to end users linked to Japan’s military, and market reaction included a brief near-4% drop in Shin-Etsu’s share price.