China's up to 99.2% anti-dumping duty on Japan DCS boosts local chip material suppliers

China’s imposition of a 99.2% temporary anti-dumping duty on Japanese DCS is a strategic blow to the semiconductor supply chain, particularly affecting film deposition processes. This move forces wafer fabrication plants to accelerate localization, benefiting domestic suppliers such as Xinlai Materials and Anji Technology. The ripple effect extends to upstream silicon-based materials and hydrogen supply chains, compelling technological upgrades and capacity expansion. Companies face increased compliance costs and supply chain risks, especially amid geopolitical tensions. Competitors may respond with pricing strategies or partnerships to capture market share, while suppliers from Taiwan, China and Hong Kong, China could seize opportunities to enter the mainland market. Over the next 12–24 months, domestic material self-sufficiency is expected to rise above 30%, reshaping global semiconductor material dynamics and accelerating regional supply chain consolidation.