US–China Trade Daily Highlights | 2026-02-17

1) Executive Summary

Four China-related trade remedy actions were published today involving the U.S. Department of Commerce (International Trade Administration, ITA) and the U.S. International Trade Commission (ITC). The authorities took actions under antidumping and countervailing duty (AD/CVD) statutes and Section 337 of the Tariff Act of 1930. Developments include final determinations by Commerce on active anode material from China, an ITC scheduling notice for solar panels from China and Taiwan, and a new ITC Section 337 investigation involving Chinese electronics manufacturers.

2) Updates by Authority

ITC — U.S. International Trade Commission

Power Converters and Circuit Board Assemblies — Section 337 Investigation (Notice of Institution)
The ITC instituted Investigation No. 337-TA-1484 related to certain power converters, circuit board assemblies, and computing systems containing such components. The complaint, filed by Vicor Corporation of Massachusetts on January 12, 2026, alleges patent infringement of U.S. Patent No. 12,395,087. The investigation covers imported power converters used in data center, AI, and cloud computing systems. Respondents include several companies from China and other economies, such as Luxshare Precision Industry Co., Ltd. and Chengdu Monolithic Power Systems Co., Ltd.

Crystalline Silicon Photovoltaic Products (Solar Panels) — AD/CVD (Expedited Five-Year Reviews)
The Commission scheduled expedited reviews to determine whether revocation of the antidumping and countervailing duty orders on crystalline silicon photovoltaic products from China and the antidumping duty order on such products from Taiwan would likely lead to continued or recurring material injury. The ITC determined domestic responses were adequate and respondent responses inadequate; therefore, the reviews will be expedited under section 751(c)(3) of the Tariff Act.

DOC/ITA — U.S. Department of Commerce, International Trade Administration

Active Anode Material — CVD (Final Affirmative Determination)
Commerce issued its final affirmative countervailing duty determination for active anode material from China, covering January 1 to December 31, 2023. The Department found that countervailable subsidies were provided to producers and exporters, including Panasonic Corporation of China and BTR New Material Group Co., Ltd. The “all others” countervailable subsidy rate was also set based on Panasonic’s rate. If the ITC later issues an affirmative injury determination, a CVD order will be issued.

Active Anode Material — AD (Final Affirmative Determination of Sales at Less Than Fair Value)
The Department of Commerce issued its final affirmative determination that active anode material from China was sold in the United States at less than fair value during the period April 1 – September 30, 2024. The investigation assigned estimated weighted-average dumping margins of 93.50 percent for several exporter-producer combinations and 102.72 percent for the China-wide entity. Commerce also addressed separate rate determinations and scope issues for covered graphite-based anode materials used in battery production.

3) Key Takeaways (Factual)

  • The ITC opened a new Section 337 investigation involving power converters used in AI and data center hardware, naming multiple Chinese and Taiwanese firms.
  • Commerce issued final affirmative AD and CVD determinations on active anode material from China, confirming both subsidy and dumping findings.
  • The ITC scheduled expedited sunset reviews of existing AD/CVD orders on solar panels from China and Taiwan to assess potential continuation of injury.
  • These actions reflect ongoing enforcement of trade remedies under the Tariff Act of 1930 concerning Chinese-origin industrial and high-technology inputs.

4) Full Source Links (Index)

5) Legal Disclaimer

This article includes content collected and summarized from publicly available U.S. government materials, including the Federal Register (federalregister.gov). The content presented is not an official government publication and does not represent the views of any U.S. government authority.

This article is provided for informational and research purposes only and does not constitute legal advice, compliance advice, or recommendations for any specific entity or transaction. Readers should refer to the original official documents and consult qualified professionals before making decisions based on this information.