The Chinese government has begun imposing duties of up to 99.2% on dichlorosilane from Japan. Japanese companies’ procurement of semiconductor materials could be significantly affected, increasing the risk of supply disruptions.
The Chinese government has reportedly introduced anti-dumping duties of up to 99.2% on dichlorosilane imported from Japan. The high duties on the specialty gas are said to have an impact close to an effective import ban.
Chinese state-affiliated media and analysts have characterized the measure as a “legitimate countermeasure” taken in step with the United States and others, emphasizing that strengthening export controls on critical materials with potential military applications is a national security prerogative.
China has already been strengthening its supply chains, including through export controls on materials related to electric vehicles. The latest high duties are viewed as an attempt to put pressure on supply chains for advanced materials and components from Japan.
Japanese semiconductor manufacturers and electronic component companies are likely to require time to secure alternative sources and confirm their safety, and may face difficulties in establishing new suppliers. Any suspension of production lines during that period could affect global supply chains.