
AI-generated summary
Since Japanese Prime Minister Sanae Takaichi made remarks related to "Taiwan is in trouble" in November 2025, Sino-Japanese relations have deteriorated. China has warned its citizens to avoid traveling to Japan and tightened export controls. On January 7 this year, the Chinese Ministry of Commerce launched an anti-dumping investigation into Japan's dichlorosilane.
China announced a 99.2% deposit on Japanese dichlorosilane. (Reuters photo)
[Financial Channel/Comprehensive Report] China announced on Monday (7th) its preliminary ruling on the anti-dumping investigation of chemicals imported from Japan for semiconductors, and will impose a 99.2% deposit on dichlorosilane (Dichlorosilane, also known as dichlorodihydrosilane) originating in Japan. The move is considered Beijing's latest diplomatic retaliation against Japan over the Taiwan issue.
"Bloomberg" reported that China's Ministry of Commerce announced that starting from September 8, companies importing dichlorosilane from Japan must pay a cash deposit of up to 99.2%. This product is a key chemical in processing silicon wafers into semiconductors.
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Since November 2025, when Japanese Prime Minister Takaichi Sanae made remarks related to "Taiwan is in trouble," the relationship between Beijing and Tokyo has been in dispute. Since then, China has taken a series of response measures, such as warning citizens to avoid traveling to Japan and tightening some export controls.
China's Ministry of Commerce stated in a statement that on January 7 this year, the department decided to conduct an anti-dumping investigation into Japan's dichlorosilane. After several months of investigation, it was initially determined that the imported products under investigation originating in Japan were dumped, and China's domestic dichlorosilane industry was substantially damaged. There was a causal relationship between dumping and substantial damage. Therefore, it was decided to implement temporary anti-dumping measures in the form of a deposit.
Japan is the global leader in the ultra-high-purity dichlorosilane industry, while China is now seeking to expand upstream in the wafer supply chain, nurturing research and development of key materials and tools. China’s latest measures come ahead of Gao’s expected visit to the United States in September. Chinese President Xi Jinping also plans to meet with U.S. President Trump at the White House on September 24.
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AI outlook — possibilities, not facts
China will make a final anti-dumping tax rate ruling within a few months after the preliminary ruling.
Likely · Within months
Japan may lodge a complaint against China's measures through the World Trade Organization (WTO) dispute settlement mechanism
Possible · Within months

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