On September 1, Texas Instruments fell 3.15% in regular trading, trading at $252.825/share, with turnover of $186 million. The decline came amid broad-based semiconductor sector weakness and growing investor attention on China's anti-dumping investigation into U.S.-origin analog chips nearing its legal deadline.

China's Ministry of Commerce launched the investigation in September last year, targeting 40nm-and-above interface chips and gate driver chips from Texas Instruments, ADI, Broadcom, and ON Semiconductor. Filing evidence cited a 37% surge in import volumes and a 52% price decline during the investigation period, with an alleged dumping margin exceeding 300%. The probe is currently in the review phase, with the statutory deadline set for September 13 and a possible six-month extension. No preliminary or final ruling has been issued, but the approaching deadline adds uncertainty for Texas Instruments' China revenue exposure.

Within the Semiconductors sector, the overall tone was broadly negative. Among individual stocks, NVIDIA fell 1.65%, Micron Technology fell 2.0%, Advanced Micro Devices fell 2.85%, Intel fell 3.39%, and Marvell Technology fell 3.97%.

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