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On November 19, 2025, the South Korea Fair Trade Commission (KFTC) sprang into action, initiating an investigation at Arm's Seoul office. The catalyst for this move was a complaint lodged by Qualcomm, which alleged that Arm had imposed restrictions on technology access, a move that Qualcomm claimed was stifling market competition.
This investigation is a testament to the regulatory body's unwavering commitment to upholding fair market competition. Its outcome could potentially reshape the competitive landscape not just for Arm and Qualcomm, but for the entire semiconductor industry. At present, the specifics of the investigation remain under wraps, pending further official disclosure. However, it is widely anticipated that the investigation's findings will have profound and far - reaching implications for corporate strategies and market configurations within the industry.
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