
China launches anti-dumping probe into U.S. analog chips used in PCs and routers
Seagate spins up a raid on a counterfeit hard drive workshop — authorities read criminals' writes while they spill the beans
Counterfeit chips rarely fail spectacularly out of the box. The danger is that they work just well enough to pass inspection, only to cause intermittent reboots under GPU boost, erratic fan curves, or coil whine that starts weeks after build. A swapped TI buck regulator or mislabelled Infineon MOSFET could explain failures that otherwise defy diagnosis.
If this sounds familiar, it should. In a previous sting operation , Chinese authorities seized over 40,000 fake Nvidia GPUs relabeled and sold as newer models. But while GPU scams tend to target uninformed consumers, this case is more structurally dangerous. The chips were allegedly sold B2B to downstream suppliers, meaning legitimate brands could unknowingly integrate counterfeits into otherwise reputable components.
China’s tightening grip on chip imports under ongoing US export controls is part of the backdrop, with some domestic buyers having to turn to counterfeit imports after finding it difficult to source parts from Europe and the US, creating an artificial premium for “genuine” branded ICs.
In September, China’s Ministry of Commerce began an anti-dumping investigation into imported American analog chips, claiming that US chip suppliers had lowered and suppressed the sale prices of Chinese products over several years. Meanwhile, authorities in the US had, according to Reuters , put location-tracking devices in advanced chip shipments at risk of diversion to China. In the same month, US authorities arrested two Chinese nationals suspected of sending millions of dollars’ worth of Nvidia chips to China.
Get Tom's Hardware's best news and in-depth reviews, straight to your inbox.
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/police-bust-chip-relabeling-ring-in-shenzen#main
- https://www.tomshardware.com
- Open Source AI Week — How Developers and Contributors Are Advancing AI Innovation
- Lenovo Legion LOQ 15 review: Solid gaming performance, but needs more RAM and storage
- NVIDIA AI Physics Transforms Aerospace and Automotive Design, Accelerating Engineering by 500x
- AMD confirms its Radeon RX 5000, 6000 series cards will still get some new features 'as required by market needs' — company also says RX 7900 USB-C change was a
- Windows 11 videos demonstrating account and hardware requirements bypass purged from YouTube creator's channel — platform says content ‘encourages dangerous or
Informational only. No financial advice. Do your own research.