Overview

• China’s State Administration for Market Regulation said it will examine whether Qualcomm violated anti‑monopoly law by failing to lawfully declare aspects of the Autotalks deal.
• The purchase of Israeli V2X specialist Autotalks closed in June 2025 after earlier scrutiny by the US FTC, the UK CMA and EU authorities.
• Qualcomm said it is cooperating with the investigation and affirmed its commitment to customers and partners in China.
• Qualcomm shares fell roughly 3% to more than 4% on Friday following the announcement, signaling investor concern over regulatory exposure.
• The case fits a broader pattern that includes a Chinese probe of Nvidia’s Mellanox acquisition and newly tightened rare‑earth export controls.