TSMC weighs Texas foundry campus to expand US chip capacity
Deliberations over an additional manufacturing site follow $265 billion committed to Arizona, as North American customers…
Policy tracker
All policy tags →Tax Credits
Every EAB briefing filed under the Tax Credits policy tag, newest first. 20 briefings.
- First seen
- August 28, 2026
- Latest
- October 4, 2026
- With a linked document
- 14 of 20
- Briefings
- 20
- Desks
- Semiconductors (8), Batteries & EV (6), Analysis (3), Trade & Policy (2), Energy & Minerals (1)
TSMC Dismisses Terafab Rumors as Texas Factory Talks Surface
While TSMC dismissed market talk of joining Elon Musk's 1-terawatt AI compute initiative, Intel remains the sole confirmed…
Korean power gear makers book grid orders on US fab growth
Surging battery storage deployments and grid bottlenecks across North America lift combined order backlogs at South Korea's three…
CATL lists 587Ah storage cells online to reset grid pricing at $65/kWh
The battery maker posted a wholesale spot price of 0.415 yuan per watt-hour on CATL Mall, widening direct access for mid-tier…
SK hynix taps HanmiGlobal for $4B Indiana HBM packaging fab
The project management contract solidifies construction of America's first advanced AI memory facility in West Lafayette ahead of…
LG Energy Solution locks US lithium supply in Smackover pactMembers
The 10-year offtake contract yields 80,000 tons of battery-grade lithium carbonate from an Arkansas direct extraction project to…
Chinese EVs capture 35% Korea market share under 8% tariff
Automakers urged lawmakers at a National Assembly forum to enact domestic production tax credits after shipments from Shanghai…
SK On signs 9 GWh US storage battery deal with NeoVolta Power
The five-year agreement covers lithium iron phosphate cells from Georgia, shifting manufacturing volume toward utility storage as…
Samsung SDI buys GM stake in Indiana battery venture for ESS
The Korean cell maker will absorb General Motors' 49.99% stake in the 27 GWh facility and tap 4.45 trillion won from an affiliate…
SK hynix starts $4 billion packaging plant in Indiana to feed US AI
The Purdue Research Park campus will open cleanrooms in October 2028 before starting mass production of next-generation…
South Korean battery makers scale 4695 cylindrical cells for utility EV platforms
LG Energy Solution and Samsung SDI are ramping mass production of high-capacity 4695 cylindrical formats to supply North American…
South Korean substrate makers develop embedded silicon bridges for AI chips
LG Innotek and Samsung Electro-Mechanics advance bridge-embedded FC-BGA substrates to lower 2.5D packaging costs for AI…
Korea expands tax credits for artificial intelligence compute infrastructure
Revisions to the Restriction of Special Taxation Act grant up to 25 percent facility credits for high-performance computing…
Korea and Japan Diverge on Clean Hydrogen Incentives with Tax Credits and Contract Subsidies
Tokyo deploys a 15-year price-gap subsidy funded by transition bonds while Seoul relies on upfront facility tax deductions and…
South Korea funds advanced chip packaging and backside power pilot lines
The trade ministry establishes dedicated testbeds and research grants to close back-end gaps and scale next-generation wafer…
South Korea Expands Advanced Battery Tax Credits to Rebalance Domestic Fabs
The revised National Strategic Technology rules raise immediate deductions on next-generation cathode and cell equipment to…
Industrial Power Tariffs Diverge Across Seoul, Tokyo, and Guangdong Clusters
Grid tariff overhauls and seasonal peak pricing create widening operating cost disparities for semiconductor and chemicals fabs…
Posco Holdings starts direct lithium extraction test runs for Korean cathode lines
The continuous brine-to-hydroxide loop links Argentine extraction to Gwangyang refineries to supply non-FEOC battery materials to…
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…
China expands 300mm silicon wafer capacity to cut reliance on Japanese suppliers
Domestic wafer manufacturers scale 12-inch polished and epitaxial shipments to supply local foundries, displacing imported…