Impact map — Analysis & Comparison
How developments in Korean, Chinese and Japanese industry propagate — event by event, with the effect on each country and on global buyers.
| Event | Korea | China | Japan | Global buyers | Briefing |
|---|---|---|---|---|---|
| Industrial Clean PPA Grid Tariffs August 29, 2026 | direct PPA adders 40+ KRW/kWh | preferential green wheeling discounts | rising FIT levy and capacity fees | datacenter power cost dispersion | Read → |
| BSPDN node transition August 28, 2026 | foundry qualification | advanced node barrier | pad and slurry capex | wafer planarization cost | Read → |
| Electronic chemical logistics August 28, 2026 | domestic purification expansion | — | integrated SPHP synthesis | parts-per-trillion purity standards | Read → |
| Clean hydrogen subsidy mechanism August 28, 2026 | 15% to 25% facility tax credit and power bidding market | — | 15-year price-gap subsidy under 20T yen GX bond framework | dual export compliance standards for ammonia and blue hydrogen | Read → |
| Polysilicon cost floor August 28, 2026 | — | upstream margin reset | — | solar module price stabilization | Read → |
| Fab water recycling rules August 28, 2026 | centralized sewage reuse pipelines | provincial water quotas | local aquifer recharge agreements | water treatment capex divergence | Read → |
| BESS Cost Divergence August 28, 2026 | strict fire codes lift BoS costs | low-cost containerized LFP dominates | utility interconnection rules lift total capex | BoS and compliance outweigh raw cell price cuts | Read → |
| Industrial power tariff divergence August 28, 2026 | heavy industrial rate hikes | strict peak-to-valley spot spreads | fuel cost and FIT surcharges | manufacturing opex variance | Read → |
| 8-inch SiC capacity ramp August 28, 2026 | SK siltron/DB Hitek scale 200mm lines | Sanan & SICC expand domestic volume | Rohm & Mitsubishi qualify auto lines | traction inverter costs decline | Read → |
| Fab capex matching August 28, 2026 | 15-25% tax credits and KDB debt | Big Fund phase 3 equity and local land | Up to 50% upfront METI cash grant | Shifts fab cash breakeven and tool delivery timing | Read → |
| Yard labor shortage mitigation August 28, 2026 | foreign E-7 visa quota expansion | state vocational pipeline allocation | MLIT automated yard capital grants | delivery slot reliability and pricing differentials | Read → |
| Heavy Plate Price Divergence August 28, 2026 | margin pressure, domestic mill dispute | input cost discount, export competitiveness | high yen input costs, margin squeeze | vessel pricing, drydock margin variation | Read → |
An impact map is our reading of how a development travels, not a forecast. It is deliberately short enough to check against the briefing it came from. See our methodology.