Recently, China launched an anti-dumping investigation into certain semiconductor-related products from Japan, drawing widespread attention. This move is not merely a routine trade remedy measure but also reflects the intensifying strategic competition within the global semiconductor supply chain. As a key global supplier of semiconductor materials and equipment, Japan dominates critical segments such as photoresists and high-purity chemicals. Meanwhile, China—the world’s largest consumer of semiconductors—is accelerating its efforts to localize chip production and reduce reliance on foreign sources. Against this backdrop, the anti-dumping probe serves as a strategic signal: it responds to alleged unfair trade practices while also safeguarding domestic industrial interests amid mounting pressures from technological decoupling and supply chain security concerns. The investigation further illustrates how U.S.-China tech rivalry is spilling over to third-party nations, triggering ripple effects. Going forward, the interplay of cooperation and competition between China and Japan in the semiconductor sector will grow increasingly complex, and striking a balance between fair trade and industrial security within legal frameworks will become a critical policy challenge for all stakeholders.
近期，中国对日本部分半导体相关产品启动反倾销调查，引发广泛关注。此举不仅是一次常规贸易救济措施，更折射出全球半导体产业链深度博弈的现实。作为全球重要的半导体材料和设备供应国，日本在光刻胶、高纯度化学品等关键领域占据主导地位。而中国作为全球最大芯片消费市场，正加速推进半导体国产化进程，力图减少对外依赖。在此背景下，反倾销调查可被视为一种战略信号：既是对不公平贸易行为的回应，也是在技术封锁与供应链安全双重压力下，维护本国产业利益的重要手段。同时，这也反映出中美科技竞争外溢至第三方国家所带来的连锁反应。未来，中日两国在半导体领域的合作与竞争将更加复杂，如何在合规框架内平衡贸易公平与产业安全，将成为各方政策制定者的关键课题。
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