On January 7, 2026, China's Ministry of Commerce issued Announcement No. 2 of 2026, officially launching an anti-dumping investigation into imported dichlorosilane (DCS) originating from Japan, attracting widespread attention in the industry. The investigation was initiated in response to an application submitted by Tangshan Sanfu Electronic Materials Co., Ltd. on behalf of the Chinese industry. Preliminary evidence shows that from 2022 to 2024, the import volume of the product from Japan continued to rise, with prices dropping by 31% cumulatively, causing substantial damage to the domestic related industry.
      As a core material for chip manufacturing, dichlorosilane is mainly used in key processes such as thin film deposition, widely applied in various semiconductor products including logic chips and memory chips. It is also an important raw material for silicon-based precursors and other materials. Changes in its market pattern will directly affect the stability of the supply chain in the semiconductor and electronic information industries. The dumping period of this investigation is from July 1, 2024 to June 30, 2025, and the industry injury investigation period covers January 1, 2022 to June 30, 2025. The investigation is expected to be completed by January 7, 2027, and may be extended by 6 months under special circumstances.
      Meanwhile, the domestic organic silicon market shows a steady and strong trend. Data as of January 7 shows that the average spot price of DMC was 13,600 yuan/ton, and the quotation ranges of 107 rubber, raw rubber and other products were stable. Post-holiday downstream inventory replenishment drove order growth. Coupled with positive signals released at the industry conference on January 9, downstream inquiry and purchase sentiment heated up. On the supply side, most monomer factories reduced load or underwent maintenance, the operating rate of major producing areas such as Xinjiang declined slightly, and the increase in pre-sale orders supported market prices.
      In terms of industry dynamics, Luxi Chemical's 100,000-ton organic silicon linear body deep processing project was recently announced, and Egypt's 140 million US dollar silicon industry project was launched. With international copper prices breaking through 13,000 US dollars/ton, the upstream and downstream of the organic silicon industry chain are facing new opportunities and challenges. Insiders said that the anti-dumping investigation will regulate the import market order and help the healthy development of the domestic industry, and the short-term market is likely to maintain a narrow shock pattern.

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