Monitor progress in China (SAMR) and South Korea (KFTC) approvals — these are the remaining gating items. Skyworks' statement on closing 'as early as within the fiscal year' suggests potential near-term catalyst if remaining approvals materialize. With U.S. antitrust cleared, deal risk has decreased meaningfully.
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Executive Summary
Skyworks Solutions filed a Rule 425 communication updating the regulatory status of its pending merger with Qorvo. The U.S. HSR waiting period has expired, and the FTC allowed its timing agreement to expire on August 1, 2026 without taking further action, removing a key antitrust hurdle. Two jurisdictions remain open (China and South Korea), and Skyworks expressed hope to close within the calendar year, preparing to close as early as within its fiscal year.
Key Financial Metrics
Key Facts
- HSR waiting period has expired; FTC timing agreement expired August 1, 2026 without action.
- Foreign investment approvals cleared in all jurisdictions where filings were made.
- China's SAMR and South Korea's KFTC remain as the only open regulatory jurisdictions.
- Skyworks is preparing to close as early as within its fiscal year (ending October 2, 2026).
- The merger agreement was entered on October 27, 2025; deal terms (price, premium) not reiterated in this filing.
Financial Impact
No financial details provided in this filing; the removal of the U.S. antitrust hurdle increases deal completion probability, which if consummated would result in Qorvo shareholders receiving Skyworks stock per the merger agreement.
Risk Factors
- China SAMR and South Korea KFTC approvals are not yet secured.
- No guarantee of closing timeline despite optimistic language.
- Integration risks and potential shareholder opposition not addressed in this filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 425 Filing (Primary) | 0001104659-26-089400 |
| Document: 0001104659-26-089400-index-headers.html | 0001104659-26-089400 |
| Document: 0001104659-26-089400-index.html | 0001104659-26-089400 |
| Document: 0001104659-26-089400.txt | 0001104659-26-089400 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 144 | $107.98 $117.21 | ▲ +8.55% | ▲ +8.44% | $113.08 (+4.72%) |
Sep 11, 2026 21d ago | 425 | $116.65 $117.18 | ▲ +0.45% | ▲ +0.68% | $113.08 (−3.06%) |
Sep 3, 2026 29d ago | Insider Cluster | $100.38 $116.65 | ▲ +16.21% | ▲ +17.36% | $113.08 (+12.65%) |
Sep 2, 2026 29d ago | 144 | $100.38 $116.65 | ▲ +16.21% | ▲ +17.36% | $113.08 (+12.65%) |
Sep 2, 2026 4w ago | 144 | $100.16 $112.36 | ▲ +12.19% | ▲ +13.14% | $113.08 (+12.90%) |
Sep 2, 2026 4w ago | 425 | $100.16 $112.36 | ▲ +12.19% | ▲ +13.14% | $113.08 (+12.90%) |
Aug 18, 2026 6w ago | Insider Cluster | $95.37 $94.34 | ▲ +1.07% | ▲ +0.87% | $113.08 (−18.58%) |
Aug 10, 2026 7w ago | 425 | $96.68 $95.37 | ▼ −1.36% | ▼ −0.96% | $113.08 (+16.96%) |
Aug 3, 2026 8w ago | 425 | $89.49 $97.00 | ▲ +8.39% | ▲ +6.36% | $113.08 (+26.36%) |
Jul 15, 2026 11w ago | Press Release | $83.50 $86.73 | ▲ +3.87% | ▲ +5.54% | $113.08 (+35.43%) |
US Market Status
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