📊Executive Summary

China has initiated a year-long investigation into US chipmakers, focusing on general-purpose interface chips and gate driver chips produced using 40nm and above process nodes. This probe is expected to impact major US companies such as Texas Instruments, ON Semiconductor, Analog Devices, and Broadcom, potentially forcing them to lose market share to domestic firms. The Jiangsu Provincial Semiconductor Industry Association highlighted that prices for US-origin products have significantly declined throughout 2024, indicating a shift in the competitive landscape for legacy chips used in cost-sensitive applications like smart home appliances and industrial motor drives. This situation may lead to increased domestic sourcing in China, affecting procurement strategies for companies relying on US chip suppliers....