Li Auto and EV rivals drop CATL to build in-house batteriesMembers
Regulatory filings and supply shifts show automakers reallocating cell procurement to CALB and Sunwoda while assembling…
Policy tracker
All policy tags →Industrial Policy
Every EAB briefing filed under the Industrial Policy policy tag, newest first. 22 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 20 of 22
- Briefings
- 23
- Desks
- Semiconductors (6), Shipbuilding (5), Batteries & EV (5), Analysis (4), Trade & Policy (1), Robotics (1)
Chery Automobile orders solid-state battery tools for 2027 EV tests
The Chinese carmakers are shifting next-generation cell manufacturing out of laboratories and into pre-production factories,…
SK On wins Ford Q1 status for its 30 GWh Hungarian plant
The certification validates defect controls across the site after an audit through mid-2026, anchoring cell deliveries for…
CATL warns China's solid-state battery target faces cost gap
The battery maker pegged solid-state readiness at level four out of nine, warning sulfide cells cost up to five times more than…
Japan Prefectures Woo Taiwan Chip Vendors With Site Grants
Regional governments across Kyushu are preparing dedicated industrial parks to house supply chains feeding TSMC’s planned $17…
Imabari Shipbuilding wins two Aframax tankers from Carlova by 2030
The Greek shipowner reserved delivery slots in late 2029 and 2030, turning to Japanese yard capacity as South Korean builders…
OCI anchors Jeonbuk chip materials hub with acid expansion
The chemical maker will lift Gunsan phosphoric acid capacity to 30,000 tons as South Korea commits 45 billion won to anchor an…
HD Hyundai Samho builds three-tank LNG carriers for BW LNGMembers
The 176,800-cubic-meter design adds 2,800 cubic meters of capacity and trims daily boil-off by 6% while using standard terminal…
HD Korea Shipbuilding advances $4B shipyard project in India
The South Korean shipbuilder completed site surveys in Tamil Nadu to build a greenfield mega-yard with an annual capacity of 2.5…
Southeast Asia beats India in China Plus One race, data showMembers
Higher capital efficiency in Vietnam and Malaysia outmatches India's cheaper wages as Indian exports fell to 22.3% of output in…
Japan's AIRoA unveils domestic general-purpose robot roadmap for AI
A 20.5 billion yen state project aims to replace Chinese hardware with domestic dual-arm manipulators and compile one million…
Sojitz and NRS agree to build Tata fab chemical supply chain in India
The Japanese trading house and logistics specialist signed a pact on Sept.
China and South Africa advance battery mineral refining pact
Beijing seeks overseas processing hubs to bypass Western trade barriers as Pretoria demands that refiners add value to its 37%…
BYD confirms solid-state battery car test for 2027 rollout
Executive Vice President Stella Li clarified the timeline involves demonstration models rather than commercial trucks, targeting…
HD Hyundai Heavy union stages strike over 30% profit sharing
The four-hour walkout threatens delivery schedules at Ulsan docks running above 100% capacity with four years of orders as Seoul…
HD Hyundai Heavy union launches partial strike as shipyard wage talks break downMembers
Union delegates begin rotating walkouts across the Ulsan yard after rejecting management pay terms, testing delivery schedules…
LG taps Samsung Foundry for appliance AI chips under Korean state project
The 31 billion won development consortium marks a rare shift by LG away from TSMC as Seoul backs domestic edge processor supply…
Foundries Standardize 300mm Silicon Photonics PDKs for AI Optical Interconnects
Commercial co-packaged optics platforms from TSMC, Samsung, and Tower target interconnect bottlenecks and thermal limits across…
China polysilicon cash costs diverge across regional power grids under new price rules
Tariff spreads between northern coal-fired baseloads and southwestern hydro grids create a 25 percent operating cost gap for top…
East Asia fab water rules diverge as Taiwan mandates reuse while Korea and Japan rely on state grids and local pacts
Taiwan enforces a 50 percent reclaimed water quota on major fabs, while South Korea finances municipal effluent pipelines and…
CSSC Reallocates Yard Drydocks to Accelerate Large Containership Output
China State Shipbuilding Corporation shifts chemical tanker builds to southern docks to clear Changxing Island berths for…
Comparing East Asia Fab Subsidies Across Japan, Korea, and China
Capital matching rates, cash disbursement mechanisms, and infrastructure funding models diverge sharply across Tokyo, Seoul, and…