Impact map — Trade & Industrial Policy
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 |
|---|---|---|---|---|---|
| Korea robotics export licensing August 28, 2026 | actuator developers face end-user vetting | tech transfers restricted | component supply unaffected | cross-border M&A scrutiny rises | Read → |
| AI compute tax credit August 28, 2026 | cloud and data center operators | computing hardware divergence | enterprise data center competition | infrastructure fund capex models | Read → |
| Laser micromachining control update August 28, 2026 | OSAT tool screening | precision tool vetting | exporter compliance | assembly lead times | Read → |
| Graphite transit documentation August 28, 2026 | anode procurement delays | bonded hub compliance rules | trading house logistics friction | battery material supply chain audits | Read → |
| KFTC distributor probe August 28, 2026 | component buyers face open bidding | distributors observe pricing terms | analog makers review rebate audits | chipmakers face contract scrutiny | Read → |
| Dual-use graphite screening rules August 28, 2026 | anode raw material delay | individual license burden | precursor filing backlogs | 90-day inventory buffers | Read → |
| SAMR automation merger remedy August 28, 2026 | component buyers secured | domestic OEMs protected | motion control makers bound | M&A timelines elongated | Read → |
| Japan anode substitution subsidy August 28, 2026 | — | graphite refiners face long-term market share erosion | chemical makers scale silicon/hard-carbon capacity | EV cell producers diversify active materials BOM | Read → |
| Clean grid subsidies August 28, 2026 | fab utility competition | grid investment watch | Hokkaido chip cluster grid secured | green logic chip procurement | Read → |
| Connected car data export rule August 28, 2026 | tier 1 suppliers adapt firmware | sovereign compute mandatory | automakers isolate software branches | global ai training loops split | Read → |
| Subcontract audit August 28, 2026 | parts makers gain leverage | component price pressure | precision tooling competition | OEM contract compliance | 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.