Overview
- Financial Times reporting, echoed by Reuters, says senior officials are debating whether to compel Tencent to divest investments in U.S.-linked game companies.
- A planned cabinet-level meeting to discuss the issue was postponed this week because of scheduling conflicts.
- Concerns center on potential access to U.S. user data through holdings that include full ownership of Riot Games and a roughly 28% stake in Epic Games, plus a majority stake in Finland-based Supercell with a large American player base.
- The review has been under CFIUS for years with agencies split over remedies, and the Pentagon designated Tencent as linked to China’s military in 2025.
- Tencent shares fell after the report, and officials have not announced a decision or clarified the legal pathway as President Trump prepares to meet Xi Jinping in April.