# Economic Security in East Asia — 2026 Q3

146 developments logged by East Asia Brief in 2026 Q3, with the companies exposed and the primary document behind each one.

| Date | Development | Where | Companies exposed | Confidence | Source |
| --- | --- | --- | --- | --- | --- |
| August 28, 2026 | [Rapidus begins trial runs on 2nm pilot line in Hokkaido ahead of 2027 target](https://eastasiabrief.com/semiconductors/rapidus-begins-trial-runs-2nm-pilot-line-hokkaido-ahead-15) | Japan | Rapidus, Tokyo Electron, Resonac Holdings, IBM |  |  |
| August 28, 2026 | [Korean cathode makers retool production lines for LMFP chemistry as price war spreads](https://eastasiabrief.com/batteries-ev/korean-cathode-makers-retool-production-lines-lmfp-chemistry-price-16) | Korea | LG Chem, EcoPro BM, POSCO Future M, Contemporary Amperex Technology |  |  |
| August 28, 2026 | [Fanuc and Yaskawa Expand China Motion Control Plants to Meet Local Content Rules](https://eastasiabrief.com/robotics/fanuc-yaskawa-expand-china-motion-control-plants-meet-local-17) | Japan | Fanuc Corporation, Yaskawa Electric Corporation, Shenzhen Inovance Technology, Estun Automation |  |  |
| August 28, 2026 | [South Korea Expands Advanced Battery Tax Credits to Rebalance Domestic Fabs](https://eastasiabrief.com/batteries-ev/south-korea-expands-advanced-battery-tax-credits-rebalance-domestic-18) | Korea | LG Energy Solution, Samsung SDI, SK On, POSCO Future M |  |  |
| August 28, 2026 | [HD Hyundai and Hanwha Ocean Lock In LNG Carrier Berth Slots Through 2029](https://eastasiabrief.com/shipbuilding/hd-hyundai-hanwha-ocean-lock-lng-carrier-berth-slots-19) | Korea | HD Korea Shipbuilding & Offshore Engineering, Hanwha Ocean, Samsung Heavy Industries, Hudong-Zhonghua Shipbuilding |  |  |
| August 28, 2026 | [China mandates digital tracking codes for heavy rare earth shipments to tighten export control](https://eastasiabrief.com/energy-minerals/china-mandates-digital-tracking-codes-heavy-rare-earth-shipments-20) | China | China Rare Earth Group, China Northern Rare Earth Group High-Tech, JL MAG Rare-Earth, Ningbo Yunsheng |  |  |
| August 28, 2026 | [Grid Storage Costs Diverge Across East Asia as Safety Rules and Balance of System Shape Pricing](https://eastasiabrief.com/analysis/grid-storage-costs-diverge-across-east-asia-safety-rules-21) | Global | Contemporary Amperex Technology, BYD Company, Samsung SDI, LG Energy Solution |  |  |
| August 28, 2026 | [Naura and SMEE Accelerate Domestic Tool Shipments to Chinese Fabs](https://eastasiabrief.com/semiconductors/naura-smee-accelerate-domestic-tool-shipments-chinese-fabs-22) | China | Naura Technology Group, Shanghai Micro Electronics Equipment, Semiconductor Manufacturing International Corporation, Advanced Micro-Fabrication Equipment Inc. China |  |  |
| August 28, 2026 | [Panasonic Optimizes 4680 Battery Cell Yields at Wakayama Plant in Japan](https://eastasiabrief.com/batteries-ev/panasonic-optimizes-4680-battery-cell-yields-wakayama-plant-japan-23) | Japan | Panasonic Holdings, Panasonic Energy, Tesla, Sumitomo Metal Mining |  |  |
| August 28, 2026 | [South Korea and Japan compete for Southeast Asian surface combatant naval export contracts](https://eastasiabrief.com/shipbuilding/south-korea-japan-compete-southeast-asian-surface-combatant-naval-25) | Global | Mitsubishi Heavy Industries, Hanwha Ocean, HD Hyundai Heavy Industries, PT PAL Indonesia |  |  |
| August 28, 2026 | [JERA secures long-term North American LNG offtake to hedge spot volatility](https://eastasiabrief.com/energy-minerals/jera-secures-long-term-north-american-lng-offtake-hedge-26) | Japan | JERA, Tokyo Electric Power Company Holdings, Chubu Electric Power, Cheniere Energy |  |  |
| August 28, 2026 | [China Tightens Dual-Use Graphite Export Licensing for Anode Supply Chains](https://eastasiabrief.com/trade-policy/china-tightens-dual-use-graphite-export-licensing-anode-supply-27) | China | POSCO Future M, BTR New Material Group, Ningbo Shanshan, Shanghai Putailai New Energy Technology |  |  |
| August 28, 2026 | [China DRAM Makers Advance Proprietary Vertical Stacking to Counter HBM Export Curbs](https://eastasiabrief.com/semiconductors/china-dram-makers-advance-proprietary-vertical-stacking-counter-hbm-28) | China | ChangXin Memory Technologies, JCET Group, Naura Technology Group, Huawei Technologies |  |  |
| August 28, 2026 | [Industrial Power Tariffs Diverge Across Seoul, Tokyo, and Guangdong Clusters](https://eastasiabrief.com/analysis/industrial-power-tariffs-diverge-across-seoul-tokyo-guangdong-clusters-29) | Global | Korea Electric Power Corporation, Tokyo Electric Power Company Holdings, China Southern Power Grid, Samsung Electronics |  |  |
| August 28, 2026 | [Korea Cuts EV Subsidies on Low Energy Density Cells, Squeezing LFP Imports](https://eastasiabrief.com/batteries-ev/korea-cuts-ev-subsidies-low-energy-density-cells-squeezing-30) | Korea | Hyundai Motor Company, Kia Corporation, Tesla, BYD Company |  |  |
| August 28, 2026 | [Japan shipyards agree long-term thick plate supply terms with Nippon Steel](https://eastasiabrief.com/shipbuilding/japan-shipyards-agree-long-term-thick-plate-supply-terms-31) | Japan | Nippon Steel, JFE Steel, Imabari Shipbuilding, Japan Marine United |  |  |
| August 28, 2026 | [Harmonic Drive expands Japanese reducer capacity for humanoid robotics demand](https://eastasiabrief.com/robotics/harmonic-drive-expands-japanese-reducer-capacity-humanoid-robotics-deman-32) | Japan | Harmonic Drive Systems, Nabtesco, Fanuc, Yaskawa Electric |  |  |
| August 28, 2026 | [Korea speeds HVDC power corridor to supply Yongin semiconductor cluster](https://eastasiabrief.com/energy-minerals/korea-speeds-hvdc-power-corridor-supply-yongin-semiconductor-cluster-33) | Korea | Korea Electric Power Corporation, Samsung Electronics, SK hynix, LS Electric |  |  |
| August 28, 2026 | [China Antimonopoly Review Imposes Harsher Operational Remedies on Automation Mergers](https://eastasiabrief.com/trade-policy/china-antimonopoly-review-imposes-harsher-operational-remedies-automatio-34) | China | Schneider Electric, Siemens, ABB, Rockwell Automation |  |  |
| August 28, 2026 | [East Asia accelerates 8-inch silicon carbide capacity race as power chip makers scale output](https://eastasiabrief.com/analysis/east-asia-accelerates-8-inch-silicon-carbide-capacity-race-35) | Global | Rohm, Mitsubishi Electric, Resonac Holdings, Sanan Optoelectronics |  |  |
| August 28, 2026 | [Keyence deploys edge vision sensors for battery inline inspection](https://eastasiabrief.com/robotics/keyence-deploys-edge-vision-sensors-battery-inline-inspection-37) | Japan | Keyence Corporation, Omron Corporation, Cognex Corporation, Panasonic Holdings |  |  |
| August 28, 2026 | [BYD and Geely expand Southeast Asian assembly lines to build regional export hubs](https://eastasiabrief.com/batteries-ev/byd-geely-expand-southeast-asian-assembly-lines-build-regional-38) | China | BYD Company, Zhejiang Geely Holding Group, SAIC Motor, Great Wall Motor |  |  |
| August 28, 2026 | [Posco Holdings starts direct lithium extraction test runs for Korean cathode lines](https://eastasiabrief.com/energy-minerals/posco-holdings-starts-direct-lithium-extraction-test-runs-korean-40) | Korea | Posco Holdings, Posco Future M, LG Energy Solution, General Motors |  |  |
| August 28, 2026 | [Japan tenders economic security subsidies for synthetic graphite anode substitutes](https://eastasiabrief.com/trade-policy/japan-tenders-economic-security-subsidies-synthetic-graphite-anode-subst-41) | Japan | Resonac Holdings, Shin-Etsu Chemical, Panasonic Energy, Kuraray |  |  |
| August 28, 2026 | [Ibiden and Shinko ramp high-layer FC-BGA lines as AI server package sizes expand](https://eastasiabrief.com/semiconductors/ibiden-shinko-ramp-high-layer-fc-bga-lines-ai-43) | Japan | Ibiden, Shinko Electric Industries, Ajinomoto, Mitsubishi Electric |  |  |
| August 28, 2026 | [LG Energy Solution converts EV lines to accelerate ESS LFP pouch cell output](https://eastasiabrief.com/batteries-ev/lg-energy-solution-converts-ev-lines-accelerate-ess-lfp-44) | Korea | LG Energy Solution, Contemporary Amperex Technology, BYD, Tesla |  |  |
| August 28, 2026 | [China expands 300mm silicon wafer capacity to cut reliance on Japanese suppliers](https://eastasiabrief.com/semiconductors/china-expands-300mm-silicon-wafer-capacity-cut-reliance-japanese-45) | China | National Silicon Industry Group, Semiconductor Manufacturing International Corporation, Hua Hong Semiconductor, Shin-Etsu Chemical |  |  |
| August 28, 2026 | [Japan Separator Makers Accelerate Ceramic-Coated and Solid-State Film Expansion](https://eastasiabrief.com/batteries-ev/japan-separator-makers-accelerate-ceramic-coated-solid-state-film-46) | Japan | Asahi Kasei Corporation, Toray Industries, Panasonic Energy, Toyota Motor |  |  |
| August 28, 2026 | [Imabari and JMU consolidate dry bulk engineering to standardize ammonia dual-fuel vessels](https://eastasiabrief.com/shipbuilding/imabari-jmu-consolidate-dry-bulk-engineering-standardize-ammonia-dual-48) | Japan | Imabari Shipbuilding, Japan Marine United, Nihon Shipyard, Mitsui E&S |  |  |
| August 28, 2026 | [China Consolidates State Antimony and Gallium Refining to Lock Down Metal Value Chain](https://eastasiabrief.com/energy-minerals/china-consolidates-state-antimony-gallium-refining-lock-down-metal-49) | China | China Minmetals Corporation, Aluminum Corporation of China, Hunan Gold Group, Sumitomo Chemical |  |  |
| August 28, 2026 | [Japan METI allocates clean power grid grants to anchor Hokkaido semiconductor hub](https://eastasiabrief.com/trade-policy/japan-meti-allocates-clean-power-grid-grants-anchor-hokkaido-50) | Japan | Hokkaido Electric Power Co, Rapidus Corporation, Tokyo Electron, ASML |  |  |
| August 28, 2026 | [Shipyard labor policies diverge as Korea, Japan, and China tackle yard manning gaps](https://eastasiabrief.com/analysis/shipyard-labor-policies-diverge-korea-japan-china-tackle-yard-51) | Global | HD Korea Shipbuilding & Offshore Engineering, Hanwha Ocean, Samsung Heavy Industries, Imabari Shipbuilding |  |  |
| August 28, 2026 | [Gotion and Sunwoda ramp sodium-ion battery output for Chinese light electric vehicles](https://eastasiabrief.com/batteries-ev/gotion-sunwoda-ramp-sodium-ion-battery-output-chinese-light-52) | China | Gotion High-tech, Sunwoda Electronic, Ronbay Technology, BTR New Material Group |  |  |
| August 28, 2026 | [Samsung Foundry converts mature planar lines to automotive power chips](https://eastasiabrief.com/semiconductors/samsung-foundry-converts-mature-planar-lines-automotive-power-chips-53) | Korea | Samsung Electronics, DB Hitek, SMIC, Hua Hong Semiconductor |  |  |
| August 28, 2026 | [Nabtesco adapts cycloidal gearboxes for heavy logistics robots](https://eastasiabrief.com/robotics/nabtesco-adapts-cycloidal-gearboxes-heavy-logistics-robots-54) | Japan | Nabtesco Corporation, Daifuku, Toyota Industries, Sumitomo Heavy Industries |  |  |
| August 28, 2026 | [Mitsubishi Heavy Industries refines Mogami frigate design for Oceanian naval tenders](https://eastasiabrief.com/shipbuilding/mitsubishi-heavy-industries-refines-mogami-frigate-design-oceanian-naval-55) | Japan | Mitsubishi Heavy Industries, Mitsubishi Electric, Kawasaki Heavy Industries, Saab AB |  |  |
| August 28, 2026 | [Japan nuclear restarts widen regional power cost gap for manufacturers](https://eastasiabrief.com/energy-minerals/japan-nuclear-restarts-widen-regional-power-cost-gap-manufacturers-56) | Japan | Tokyo Electric Power Company Holdings, Kansai Electric Power Company, JERA, Nippon Steel Corporation |  |  |
| August 28, 2026 | [China Tightens Connected Vehicle Data Rules With Mandatory Local Sensor Scrubbing](https://eastasiabrief.com/trade-policy/china-tightens-connected-vehicle-data-rules-mandatory-local-sensor-57) | China | Tesla, Volkswagen Group, BMW, Mercedes-Benz |  |  |
| August 28, 2026 | [JCET expands automotive radar SiP packaging lines to capture ADAS sensor demand](https://eastasiabrief.com/semiconductors/jcet-expands-automotive-radar-sip-packaging-lines-capture-adas-58) | China | JCET Group, ASE Technology Holding, Amkor Technology, NXP Semiconductors |  |  |
| August 28, 2026 | [China State Shipyards Reconfigure Dry Docks for Dual-Fuel Mega-Boxships](https://eastasiabrief.com/shipbuilding/china-state-shipyards-reconfigure-dry-docks-dual-fuel-mega-60) | China | China State Shipbuilding Corporation, Jiangnan Shipyard, Hudong-Zhonghua Shipbuilding, WinGD |  |  |
| August 28, 2026 | [Hyundai accelerates Ulsan EV conversion to balance export lines with global demand](https://eastasiabrief.com/batteries-ev/hyundai-accelerates-ulsan-ev-conversion-balance-export-lines-global-61) | Korea | Hyundai Motor Company, Hyundai Mobis, Kia Corporation, LG Energy Solution |  |  |
| August 28, 2026 | [Daifuku expands cleanroom transport backlogs as Asian chipmakers accelerate fab builds](https://eastasiabrief.com/robotics/daifuku-expands-cleanroom-transport-backlogs-asian-chipmakers-accelerate-62) | Japan | Daifuku Co., Ltd., Rapidus Corporation, TSMC |  |  |
| August 28, 2026 | [KOGAS shifts LNG storage protocols to smooth winter inventory builds](https://eastasiabrief.com/energy-minerals/kogas-shifts-lng-storage-protocols-smooth-winter-inventory-builds-63) | Korea | Korea Gas Corporation, POSCO International, GS Energy, Korea Electric Power Corporation |  |  |
| August 28, 2026 | [KFTC opens supply contract probe into tier-one robotics and battery parts](https://eastasiabrief.com/trade-policy/kftc-opens-supply-contract-probe-tier-one-robotics-battery-64) | Korea | LG Energy Solution, Samsung SDI, SK On, Doosan Robotics |  |  |
| August 28, 2026 | [Japan certifies $2.4 billion in battery subsidies to lock in solid-state cell capacity](https://eastasiabrief.com/batteries-ev/japan-certifies-2-4-billion-battery-subsidies-lock-solid-65) | Japan | Toyota Motor, Nissan Motor, Panasonic Holdings, Subaru Corporation | medium | https://www.cbtnews.com/japan-invests-2-4-billion-in-subsidies-to-boost-ev-battery-production/ |
| August 28, 2026 | [South Korea funds advanced chip packaging and backside power pilot lines](https://eastasiabrief.com/semiconductors/south-korea-funds-advanced-chip-packaging-backside-power-pilot-66) | Korea | Samsung Electronics, SK hynix, Hanmi Semiconductor, Hana Micron |  |  |
| August 28, 2026 | [Korea Precursor Makers Ramp Sulfide Battery Materials for 2027 Pilot Lines](https://eastasiabrief.com/batteries-ev/korea-precursor-makers-ramp-sulfide-battery-materials-2027-pilot-67) | Korea | ISU Specialty Chemical, EcoPro BM, Samsung SDI, Solid Power | high | https://motie.go.kr/attach/down/095a2dda9c864e1d90d751f7668a1117/66db4e8fb1388820968de367c491c7be/9a9db098b587ee18b321c826f3707a49 |
| August 28, 2026 | [Japan Expands CMP Slurry Lines for Backside Power](https://eastasiabrief.com/analysis/japan-expands-cmp-slurry-lines-backside-power-68) | Global | Fujibo Holdings, FUJIFILM Corporation, Resonac Holdings, Taiwan Semiconductor Manufacturing Company | medium | https://www.fujibo.co.jp/wp/wp-content/uploads/7cce5516e7815faaff0a518e45a5ad9c.pdf |
| August 28, 2026 | [Korean Shipyards Submit Coordinated CPSP Bid with Industrial Offsets](https://eastasiabrief.com/shipbuilding/korean-shipyards-submit-coordinated-cpsp-bid-industrial-offsets-69) | Korea | Hanwha Ocean, HD Hyundai Heavy Industries, ThyssenKrupp, Babcock International | medium | https://www.koreaherald.com/article/10773784 |
| August 28, 2026 | [Chinese precision reducer makers push into Southeast Asia to supply electronics assembly lines](https://eastasiabrief.com/robotics/chinese-precision-reducer-makers-push-southeast-asia-supply-electronics-70) | China | Ningbo Zhongda Leader Intelligent Transmission, Leader Harmonious Drive Systems, Zhejiang Sanling Intelligent Drive Group, Zhejiang Shuanghuan Driveline | high | https://disc.static.szse.cn/download/disc/disk03/finalpage/2026-04-22/f0353b87-1255-4559-bf35-ffac51e8fcc5.PDF |
| August 28, 2026 | [Korea expands tax credits for artificial intelligence compute infrastructure](https://eastasiabrief.com/trade-policy/korea-expands-tax-credits-artificial-intelligence-compute-infrastructure-71) | Korea | SK Telecom, Naver, Samsung Electronics, SK hynix | high | https://english.mofe.go.kr/gn/selectTbGraphicNewsDtl.do?boardCd=G0001&seq=4282 |
| August 28, 2026 | [Japanese trading houses secure Indonesian HPAL nickel to bypass tolling bottlenecks](https://eastasiabrief.com/energy-minerals/japanese-trading-houses-secure-indonesian-hpal-nickel-bypass-tolling-72) | Japan | Hanwa Co., Ltd., LS MnM Inc., Nickel Industries Limited | high | https://www.sec.gov/Archives/edgar/data/917851/000129281426001844/valeform20f_2025.htm |
| August 28, 2026 | [China RISC-V Chipmakers Tap Domestic 14nm Nodes for Industrial AI](https://eastasiabrief.com/semiconductors/china-risc-v-chipmakers-tap-domestic-14nm-nodes-industrial-73) | China | Semiconductor Manufacturing International Corporation, Canaan Inc., Alibaba Group Holding, JCET Group | high | https://www.sec.gov/Archives/edgar/data/1780652/000119312521123558/d110579d20f.htm |
| August 28, 2026 | [High-purity hydrogen peroxide supply chains face regional bottlenecks across East Asian fabs [90 characters]](https://eastasiabrief.com/analysis/high-purity-hydrogen-peroxide-supply-chains-face-regional-bottlenecks-74) | Global | Mitsubishi Gas Chemical, Chang Chun Petrochemical, Hansol Chemical, OCI Company | medium | https://www.mgc.co.jp/eng/products/kc/super-pure-hydrogen-peroxide.html |
| August 28, 2026 | [Japanese automakers standardize prismatic battery cold tests as EV timelines advance](https://eastasiabrief.com/batteries-ev/japanese-automakers-standardize-prismatic-battery-cold-tests-ev-timeline-75) | Japan | Toyota Motor, Honda Motor, Panasonic Holdings, Prime Planet Energy & Solutions | high | https://www.meti.go.jp/english/press/2026/0602_003.html |
| August 28, 2026 | [Japan vision makers deploy polarized image sensors for carbon fiber testing](https://eastasiabrief.com/robotics/japan-vision-makers-deploy-polarized-image-sensors-carbon-fiber-76) | Japan | Sony Semiconductor Solutions, Photron, Photonic Lattice, Mitsubishi Heavy Industries | high | https://pmc.ncbi.nlm.nih.gov/articles/PMC11398135/ |
| August 28, 2026 | [South Korea engine builders expand methanol test benches for 2027 ship handoffs](https://eastasiabrief.com/shipbuilding/south-korea-engine-builders-expand-methanol-test-benches-2027-77) | Korea | Hanwha Engine, HD Hyundai Heavy Industries, WinGD, MAN Energy Solutions | high | https://kind.krx.co.kr/common/disclsviewer.do?method=search&acptno=20240514001134&docno=&viewerhost=& |
| August 28, 2026 | [Japan Tightens Laser Micromachining Screening Under Revised Dual-Use Export Rules](https://eastasiabrief.com/trade-policy/japan-tightens-laser-micromachining-screening-under-revised-dual-use-78) | Japan | Disco Corporation, Hamamatsu Photonics, DMG Mori, Taiwan Semiconductor Manufacturing Co | high | https://www.meti.go.jp/english/speeches/press_conferences/2023/0127001.html |
| August 28, 2026 | [Korea and Japan Diverge on Clean Hydrogen Incentives with Tax Credits and Contract Subsidies](https://eastasiabrief.com/analysis/korea-japan-diverge-clean-hydrogen-incentives-tax-credits-contract-79) | Global | Korea Electric Power Corporation, JERA, POSCO Holdings, Mitsubishi Corporation | high | https://www.enecho.meti.go.jp/en/category/special/article/detail_204.html |
| August 28, 2026 | [Korea Foundries Shift 200mm Lines to Auto PMICs as EV Architectures Advance](https://eastasiabrief.com/semiconductors/korea-foundries-shift-200mm-lines-auto-pmics-ev-architectures-80) | Korea | DB HiTek, SK keyfoundry, STMicroelectronics, Texas Instruments | high | https://www.motir.go.kr/attach/down/095a2dda9c864e1d90d751f7668a1117/6e0c6bad71724501a746a0c5bbe70eb3 |
| August 28, 2026 | [Korea Food Plants Deploy Delta Robots to Counter Cold-Chain Labor Churn](https://eastasiabrief.com/robotics/korea-food-plants-deploy-delta-robots-counter-cold-chain-81) | Korea | CJ CheilJedang, Pulmuone, LS ELECTRIC, Neubility | high | https://motie.go.kr/attach/down/c26df36c4f964b1523b31be51e734922/b9aa18653bd583b36b159b7d37ccf523 |
| August 28, 2026 | [Chinese EV exporters deploy direct port staging at Ningbo to cut lead times](https://eastasiabrief.com/batteries-ev/chinese-ev-exporters-deploy-direct-port-staging-ningbo-cut-82) | China | Zhejiang Provincial Seaport Investment & Operation Group, Ningbo Ocean Shipping, Geely Holding Group, CITIC Gangtong International Logistics | medium | https://theloadstar.com/ningbo-ocean-shipping-dips-its-toes-into-car-carrying-waters/ |
| August 28, 2026 | [South Korea Gas Distributors Deploy Satellite LNG Vaporization for Off-Grid Demand](https://eastasiabrief.com/energy-minerals/south-korea-gas-distributors-deploy-satellite-lng-vaporization-off-83) | Korea | Korea Gas Corporation, Samchully, Korea Electric Power Corporation, Cryos | high | https://kind.krx.co.kr/common/disclsviewer.do?method=search&acptno=20240314002714&docno=&viewerhost=& |
| August 28, 2026 | [Japanese shipbuilders standardize electric coastal feeder designs to cut renewal costs](https://eastasiabrief.com/shipbuilding/japanese-shipbuilders-standardize-electric-coastal-feeder-designs-cut-re-84) | Japan | Imoto Lines, Marindows, Miura Shipbuilding, Mitsubishi Shipbuilding | medium | https://www.seatrade-maritime.com/containers/replaceable-battery-hybrid-container-ship-project-launched-in-japan |
| August 28, 2026 | [China Customs tightens origin documentation for graphite transit shipments](https://eastasiabrief.com/trade-policy/china-customs-tightens-origin-documentation-graphite-transit-shipments-85) | China | Posco Future M, LG Energy Solution, Samsung SDI, SK On | high | https://www.mofcom.gov.cn/zcfb/blgg/art/2023/art_f6b1bc49e2c8482f8eb749012bc66dec.html |
| August 28, 2026 | [Korea Links Commercial Electric Van Grants to Battery Recyclability](https://eastasiabrief.com/batteries-ev/korea-links-commercial-electric-van-grants-battery-recyclability-87) | Korea | Hyundai Motor, Kia, LG Energy Solution, Samsung SDI | high | https://mcee.go.kr/home/file/readDownloadFile.do?fileId=272442&fileSeq=2 |
| August 28, 2026 | [Korea chemical suppliers expand fluorinated etching gas purification capacity](https://eastasiabrief.com/semiconductors/korea-chemical-suppliers-expand-fluorinated-etching-gas-purification-cap-88) | Korea | Foosung, SK Specialty, Soulbrain, Central Glass | high | https://motie.go.kr/kor/article/ATCL3f49a5a8c/171796/view |
| August 28, 2026 | [Chinese heavy machinery plants install automated ultrasonic gantries to verify welds](https://eastasiabrief.com/robotics/chinese-heavy-machinery-plants-install-automated-ultrasonic-gantries-ver-89) | China | BaoSe Co., Ltd., Hefei Metalforming Intelligent, Baker Hughes | high | https://www.zjg.gov.cn/zjgszwz/zjgqyjsxq/202510/9934da0e65f140a0bf6ff0f7fc560fa0.shtml |
| August 28, 2026 | [Chinese shipyards apply commercial mega-block assembly to naval replenishment hulls](https://eastasiabrief.com/shipbuilding/chinese-shipyards-apply-commercial-mega-block-assembly-naval-replenishme-90) | China | China State Shipbuilding Corporation, CSSC Offshore & Marine Engineering Group, Hudong-Zhonghua Shipbuilding | high | http://www.mod.gov.cn/gfbw/wzll/hj/16458578.html |
| August 28, 2026 | [Japanese epoxy mold makers reformulate resins to tame warpage in 16-high memory](https://eastasiabrief.com/semiconductors/japanese-epoxy-mold-makers-reformulate-resins-tame-warpage-16-94) | Japan | Sumitomo Bakelite, Resonac, Panasonic Industry, Shin-Etsu Chemical | medium | https://www.sumibe.co.jp/english/topics/2026/it-materials/0514_01/index.html |
| August 28, 2026 | [South Korea battery pack makers standardize cell-to-pack designs for rural utility machinery](https://eastasiabrief.com/batteries-ev/south-korea-battery-pack-makers-standardize-cell-pack-designs-95) | Korea | Daedong, HD Hyundai Infracore, Kia, LG Energy Solution | high | https://www.motir.go.kr/kor/article/ATCLc01b2801b/69639/view?mno=&pageIndex=1&rowPageC=0&schClear=on&startDtD=&endDtD=&searchCondition=1&searchKeyword= |
| August 28, 2026 | [Japan mask blank makers qualify High-NA EUV substrates for sub-2nm chips](https://eastasiabrief.com/semiconductors/japan-mask-blank-makers-qualify-high-na-euv-substrates-96) | Japan | HOYA Corporation, AGC Inc., Dai Nippon Printing, ASML | high | https://www.global.dnp/en/news/detail/2024/12/1212_20176139/ |
| August 28, 2026 | [South Korean battery makers scale 4695 cylindrical cells for utility EV platforms](https://eastasiabrief.com/batteries-ev/south-korean-battery-makers-scale-4695-cylindrical-cells-utility-98) | Korea | LG Energy Solution, Samsung SDI, Rivian, Tesla | high | https://www.motir.go.kr/attach/down/095a2dda9c864e1d90d751f7668a1117/36f8553731ff3d557048f542c85ef80f |
| August 28, 2026 | [Japan Linear Guide Makers Expand Ultra-Clean Units for 2nm Fab Robotics](https://eastasiabrief.com/robotics/japan-linear-guide-makers-expand-ultra-clean-units-2nm-99) | Japan | THK Co., Ltd., NSK Ltd., Nippon Thompson Co. | medium | https://store-na.thk.com/Industry/SemiconductorManufacturingEquipment |
| August 28, 2026 | [Chinese private yards expand dual-fuel bulker berths as European owners accelerate green fleet renewal](https://eastasiabrief.com/shipbuilding/chinese-private-yards-expand-dual-fuel-bulker-berths-european-100) | China | Jiangsu New Times Shipbuilding Co., Ltd., Dajin Heavy Industry Co., Ltd. | high | https://www.sec.gov/Archives/edgar/data/1959455/000195945526000024/hshp-20251231.htm |
| August 28, 2026 | [Japanese trading houses expand cobalt refining ties to counter supply risk](https://eastasiabrief.com/energy-minerals/japanese-trading-houses-expand-cobalt-refining-ties-counter-supply-101) | Japan | Sumitomo Metal Mining, Marubeni Corporation, Mitsui & Co., Iwatani Corporation | high | https://ir.mmc.co.jp/en/ir/news/news20230216103082.html |
| August 28, 2026 | [Korea tightens export licensing rules on robotics actuator technology](https://eastasiabrief.com/trade-policy/korea-tightens-export-licensing-rules-robotics-actuator-technology-102) | Korea | Neuromeka, Robotis, HD Hyundai Robotics, Rainbow Robotics | high | https://www.kosti.or.kr/com/file/filedown?_ci=3399&_ck=21111807881cDh95 |
| August 29, 2026 | [Corporate Clean Power Purchase Grid Fees Diverge Across East Asian Tech Hubs](https://eastasiabrief.com/analysis/corporate-clean-power-purchase-grid-fees-diverge-across-east-103) | Global | Korea Electric Power Corporation, Taiwan Power Company, Tokyo Electric Power Company Holdings, Samsung Electronics | high | https://www.egc.meti.go.jp/info/public/news/20241210001b.html |
| August 29, 2026 | [Tokyo Electron qualifies BSPDN coater-developer tracks for sub-2nm fabs](https://eastasiabrief.com/semiconductors/tokyo-electron-qualifies-bspdn-coater-developer-tracks-sub-2nm-104) | Japan | Tokyo Electron, SCREEN Holdings, ASML, TSMC | medium | https://www.tel.com/product/ |
| August 29, 2026 | [Japan chemical makers expand LiFSI electrolyte salt synthesis for fast-charging EVs](https://eastasiabrief.com/batteries-ev/japan-chemical-makers-expand-lifsi-electrolyte-salt-synthesis-fast-106) | Japan | Nippon Shokubai, Shenzhen Capchem Technology, Toyota Tsusho, Central Glass | high | https://www.meti.go.jp/policy/economy/economic_security/battery/index.html |
| August 29, 2026 | [EUV Materials Suppliers in Korea and Japan Advance High-Power CNT Pellicle Mass Testing](https://eastasiabrief.com/analysis/euv-materials-suppliers-korea-japan-advance-high-power-cnt-108) | Global | Fine Semitech, Mitsui Chemicals, LINTEC Corporation, ASML | high | https://ncms.kims.re.kr/bbs/board.php?bo_table=02_02&wr_id=607&sst=wr_hit&sod=desc&sop=and&page=35 |
| August 29, 2026 | [Montage and Panmnesia validate CXL 3.1 memory silicon with Samsung and SK hynix](https://eastasiabrief.com/semiconductors/montage-panmnesia-validate-cxl-3-1-memory-silicon-samsung-109) | Global | Montage Technology, Panmnesia, Samsung Electronics, SK hynix | medium | https://robonews.stockplus.com/articles/883826 |
| August 29, 2026 | [Battery makers widen aerogel sheet adoption as EV thermal propagation rules tighten](https://eastasiabrief.com/batteries-ev/battery-makers-widen-aerogel-sheet-adoption-ev-thermal-propagation-110) | Global | LG Chem, Aspen Aerogels, Contemporary Amperex Technology, BYD | high | https://www.sec.gov/Archives/edgar/data/1145986/000119312522167849/d320274dex991.htm |
| August 29, 2026 | [Magnetic levitation wafer transfer robots advance into South Korean semiconductor cleanrooms](https://eastasiabrief.com/robotics/magnetic-levitation-wafer-transfer-robots-advance-south-korean-semicondu-111) | Korea | Raon Robotics, Costecsys, Samsung Electronics, SK hynix | high | https://www.kimm.re.kr/50 |
| August 29, 2026 | [Lasertec ships EUV pellicle defect inspection tools for sub-2nm chip production](https://eastasiabrief.com/semiconductors/lasertec-ships-euv-pellicle-defect-inspection-tools-sub-2nm-112) | Japan | Lasertec Corporation, Canatu Plc, ASML, Taiwan Semiconductor Manufacturing Company | medium | https://www.lasertec.co.jp/en/news/2024/20241202_3888.html |
| August 29, 2026 | [Korean cathode makers automate single-crystal calcination lines to secure yields](https://eastasiabrief.com/batteries-ev/korean-cathode-makers-automate-single-crystal-calcination-lines-secure-113) | Korea | POSCO Future M, EcoPro BM, LG Chem, General Motors | high | https://www.motir.go.kr/attach/down/1903f778ac1c1a201228d540e27202be/c6fb0d0858e7d9c775b5e33132989724/778bdbf5db9ced7c8fd52756c00bf0cd |
| August 29, 2026 | [Japan Motion Control Makers Accelerate Real-Time Ethernet on Next-Gen Servos](https://eastasiabrief.com/robotics/japan-motion-control-makers-accelerate-real-time-ethernet-next-114) | Japan | Mitsubishi Electric, Yaskawa Electric, Omron, Movensys | medium | https://www.takagi-c.com/product-search/2019/08/23/252 |
| August 29, 2026 | [Korean shipbuilders validate quiet electric propulsion on naval unmanned surface vessels](https://eastasiabrief.com/shipbuilding/korean-shipbuilders-validate-quiet-electric-propulsion-naval-unmanned-su-115) | Korea | Hanwha Systems, Hanwha Ocean, HD Hyundai Heavy Industries, LIG Nex1 | medium | https://grant-documents.thevc.kr/282434_%EB%B6%99%EC%9E%841.+%EB%AF%B8%EB%9E%98%EB%8F%84%EC%A0%84%EA%B5%AD%EB%B0%A9%EA%B8%B0%EC%88%A0+%EC%97%B0%EA%B5%AC%EA%B0%9C%EB%B0%9C%EC%82%AC%EC%97%85+'25%EB%85%84+%EC%82%B0%ED%95%99%EC%97%B0+%EC%A3%BC%EA%B4%80+%EC%A0%9C%EC%95%88%EC%84%9C+%EA%B3%B5%EB%AA%A8(2%EC%B0%A8)+-+PM%EA%B3%BC%EC%A0%9C(%EA%B3%B5%EB%AA%A8%EB%AC%B8).pdf |
| August 30, 2026 | [China scales dysprosium recovery from spent magnets as primary mining quotas tighten](https://eastasiabrief.com/energy-minerals/china-scales-dysprosium-recovery-spent-magnets-primary-mining-quotas-116) | China | China Northern Rare Earth Group, Shenghe Resources, China Rare Earth Group, Anhui Earth-Panda Advance Magnetic Material | high | https://www.mee.gov.cn/zcwj/gwywj/202407/t20240701_1080564.shtml |
| August 30, 2026 | [Korea tightens cross-border M&A reviews on core industrial technologies](https://eastasiabrief.com/trade-policy/korea-tightens-cross-border-m-reviews-core-industrial-technologies-117) | Korea | Samsung Electronics, SK hynix, LG Energy Solution, Samsung SDI | high | http://www.motir.go.kr/kor/article/ATCL3f49a5a8c/169281/view |
| August 30, 2026 | [East Asian SiC wafer makers shift to laser slicing to cut 8-inch ingot processing loss](https://eastasiabrief.com/analysis/east-asian-sic-wafer-makers-shift-laser-slicing-cut-118) | Global | DISCO Corporation, Mipox Corporation, SICC, TanKeBlue Semiconductor | high | https://www.reseat.or.kr/portal/cmmn/file/fileDown.do?menuNo=200019&atchFileId=7866e67b8ef142f689e021d57e5b9729&fileSn=1&bbsId= |
| August 30, 2026 | [Silicon interposer scaling drives foundry and OSAT shifts in 3.5D chiplets](https://eastasiabrief.com/semiconductors/silicon-interposer-scaling-drives-foundry-osat-shifts-3-5d-119) | Global | Broadcom, Taiwan Semiconductor Manufacturing Co, Samsung Electronics, Intel | medium | https://www.thelec.kr/news/articleView.html?idxno=52883 |
| August 30, 2026 | [Chinese battery makers commission 400 Wh/kg pouch cell lines for aviation](https://eastasiabrief.com/batteries-ev/chinese-battery-makers-commission-400-wh-kg-pouch-cell-120) | China | Farasis Energy, CALB, Zenergy, Joby Aviation | medium | https://news.metal.com/ko/newscontent/104051544-%EC%A0%84%EA%B3%A0%EC%B2%B4-%EB%B0%B0%ED%84%B0%EB%A6%AC-ipo-2026%EB%85%84-%EC%84%A0%EC%A0%90-%EA%B2%BD%EC%9F%81 |
| August 30, 2026 | [Japanese makers deploy thermal-shielded automated forklifts for cold storage](https://eastasiabrief.com/robotics/japanese-makers-deploy-thermal-shielded-automated-forklifts-cold-storage-121) | Japan | Toyota Industries, Mitsubishi Logisnext, Nichirei Corporation, Nippon Express | medium | https://www.toyota-shokki.co.jp/news/2022/04/22/005311/index.html |
| August 30, 2026 | [Japan optical suppliers scale laser diodes and engines for AI co-packaged optics](https://eastasiabrief.com/semiconductors/japan-optical-suppliers-scale-laser-diodes-engines-ai-co-122) | Japan | Furukawa Electric, Sumitomo Electric Industries, Tower Semiconductor, Nvidia | high | https://www.meti.go.jp/speeches/kaiken/2026/20260714001.html |
| August 30, 2026 | [East Asia materials makers accelerate diamond heat spreaders for 1000W AI chips](https://eastasiabrief.com/semiconductors/east-asia-materials-makers-accelerate-diamond-heat-spreaders-1000w-123) | Global | Resonac Holdings, Jiangxi Copper, The Good System, Nvidia | medium | https://kr.jcb-diamond.com/news/ |
| August 30, 2026 | [Japanese photoresist makers validate metal oxide resist lines for High-NA EUV chipmaking](https://eastasiabrief.com/semiconductors/japanese-photoresist-makers-validate-metal-oxide-resist-lines-high-125) | Japan | JSR Corporation, Tokyo Ohka Kogyo, Adeka Corporation, ASML | medium | https://www.jsr.co.jp/jsr_e/news/2021/20210917.html |
| August 30, 2026 | [SK On and GS Caltex Advance Immersion Cooling Packs for High-Voltage EV Fleets](https://eastasiabrief.com/batteries-ev/sk-gs-caltex-advance-immersion-cooling-packs-high-voltage-126) | Korea | SK On, SK Enmove, GS Caltex, Hyundai Motor Company | high | https://www.petroleum.or.kr/_subpage/kor/board/partner.php?viewMode=view&idx=607&ca=&sel_search=&txt_search=&page=17 |
| August 30, 2026 | [South Korean toolmakers advance glass substrate TGV laser drillers to volume lines](https://eastasiabrief.com/semiconductors/south-korean-toolmakers-advance-glass-substrate-tgv-laser-drillers-127) | Korea | Philoptics, EO Technics, LG Electronics, LG Innotek | medium | https://m.ddaily.co.kr/page/view/2024032813382540437 |
| August 30, 2026 | [Sumitomo Chemical shifts aramid separator lines to Korea as battery thermal rules tighten](https://eastasiabrief.com/batteries-ev/sumitomo-chemical-shifts-aramid-separator-lines-korea-battery-thermal-128) | Japan | Sumitomo Chemical, Toray Industries, LG Energy Solution, Samsung SDI | high | https://www.motir.go.kr/kor/article/ATCL3f49a5a8c/168945/view?mno=&pageIndex=1&rowPageC=0&displayAuthor=&searchCategory=0&schClear=on&startDtD=&endDtD=&searchCondition=1&searchKeyword= |
| August 31, 2026 | [Chinese chipmakers ramp real-time Ethernet SoCs for industrial robot controllers](https://eastasiabrief.com/robotics/chinese-chipmakers-ramp-real-time-ethernet-socs-industrial-robot-129) | China | GigaDevice Semiconductor, HPMicro Semiconductor, Nations Technologies, Beckhoff Automation | medium | https://www.gigadevice.com.cn/about/news-and-event/news/gigadevice-launches-new-ethercat-subdevice-controller-chip |
| August 31, 2026 | [Korean shipyards pitch hybrid electric frigates across Southeast Asia](https://eastasiabrief.com/shipbuilding/korean-shipyards-pitch-hybrid-electric-frigates-across-southeast-asia-130) | Korea | HD Hyundai Heavy Industries, Naval Group, Navantia, Damen Shipyards | high | https://www.dapa.go.kr/jfile/board/readDownloadFile.do?fileType=WT_CMS_DOC&fileTypeSeq=58739&fileNum=2 |
| August 31, 2026 | [Kansai Electric expands virtual power plant dispatch as late summer heat tests factory grids](https://eastasiabrief.com/energy-minerals/kansai-electric-expands-virtual-power-plant-dispatch-late-summer-131) | Japan | Kansai Electric Power, ORIX, Tokyo Gas, Erex | high | https://www.enecho.meti.go.jp/about/whitepaper/2025/html/2-2-3.html |
| August 31, 2026 | [China tightens dual-use export screening on aerospace titanium powders and tooling](https://eastasiabrief.com/trade-policy/china-tightens-dual-use-export-screening-aerospace-titanium-powders-132) | China | Xi'an Bright Laser Technologies Co Ltd, Airbus SE, Boeing Co, GE Aerospace | high | https://www.mofcom.gov.cn/zcfb/zc/art/2024/art_13b0c05339d14fb3a3240ddba34006f9.html |
| August 31, 2026 | [TSMC and Japanese Auto Suppliers Scale 28nm BCD Power Chip Production](https://eastasiabrief.com/semiconductors/tsmc-japanese-auto-suppliers-scale-28nm-bcd-power-chip-134) | Japan | Taiwan Semiconductor Manufacturing Co., Denso Corp., United Microelectronics Corp., Sony Semiconductor Solutions Corp. | high | https://investor.tsmc.com/sites/ir/annual-report/2025/2025%20TSMC%20Annual%20Report.E.pdf |
| August 31, 2026 | [Korean battery makers deploy directional venting to block thermal runaway in EV and ESS packs](https://eastasiabrief.com/batteries-ev/korean-battery-makers-deploy-directional-venting-block-thermal-runaway-135) | Korea | Samsung SDI, LG Energy Solution, SK On, UL Solutions | high | https://www.sobujangstandard.or.kr/p_base.php?action=h_trend_battery_03%27 |
| August 31, 2026 | [Korean battery equipment makers deploy vision robots to cut cell stacking time](https://eastasiabrief.com/robotics/korean-battery-equipment-makers-deploy-vision-robots-cut-cell-136) | Korea | mPlus, PhilEnergy, Woowon Technology, LG Energy Solution | high | https://smroadmap.smtech.go.kr/mpsvc/dtrprt/mpsvcDtrprtDetail.do?cmYyyy=2022&cmIdx=3705 |
| August 31, 2026 | [China RV reducer makers expand heavy-duty robot market share as national testing standards take hold [95자]](https://eastasiabrief.com/robotics/china-rv-reducer-makers-expand-heavy-duty-robot-market-139) | China | Zhejiang Shuanghuan Driveline, Greatoo Intelligent, Nabtesco Corporation, Sumitomo Heavy Industries | high | https://openstd.samr.gov.cn/bzgk/std/newGbInfo?hcno=B54CD240AF57EC0DFE2E4970308701D7 |
| August 31, 2026 | [China permanent magnet controls squeeze motor supply as alloy research stalls](https://eastasiabrief.com/energy-minerals/china-permanent-magnet-controls-squeeze-motor-supply-alloy-research-141) | China | JL MAG Rare-Earth, Ningbo Yunsheng, Beijing Zhong Ke San Huan, Chinese Academy of Sciences | high | https://www.iea.org/reports/global-critical-minerals-outlook-2026/executive-summary |
| September 1, 2026 | [Japan accelerates grants for rare-earth-reduced robot motor magnets under economic security act](https://eastasiabrief.com/trade-policy/japan-accelerates-grants-rare-earth-reduced-robot-motor-magnets-142) | Japan | Daido Steel, Shin-Etsu Chemical, Aichi Steel, Hitachi Astemo | high | https://www.meti.go.jp/report/tsuhaku2023/2023honbun/i2120000.html |
| September 1, 2026 | [Korean tool makers advance high-k ALD platforms for sub-10nm 3D DRAM fabs](https://eastasiabrief.com/semiconductors/korean-tool-makers-advance-high-k-ald-platforms-sub-144) | Korea | Wonik IPS, Eugene Technology, Jusung Engineering, Samsung Electronics | medium | https://app.rndcircle.io/gov-grant/cd109ed4-6f48-4bc9-a0a4-95036eee3011 |
| September 1, 2026 | [CATL Jianxiawo lithium mine faces output cuts as China pulls environmental permit](https://eastasiabrief.com/energy-minerals/catl-jianxiawo-lithium-mine-faces-output-cuts-china-pulls-150) | China | Contemporary Amperex Technology, Benchmark Mineral Intelligence | medium | https://www.asianmetal.com/news/2360464/Public-notice-of-EIA-withdrawn-for-Jianxiawo-lithium-mining-project |
| September 2, 2026 | [Bigwave Robotics partners with automation suppliers to scale US physical AI](https://eastasiabrief.com/robotics/bigwave-robotics-partners-automation-suppliers-scale-us-physical-ai-154) | Korea | Bigwave Robotics, Rainbow Robotics, FANUC, Rockwell Automation | medium | https://natlawreview.com/press-releases/bigwave-robotics-joins-forces-leading-robotics-automation-suppliers-scale |
| September 2, 2026 | [Skytech opens TSMC-backed advanced process lab to speed chip tool verification](https://eastasiabrief.com/semiconductors/skytech-opens-tsmc-backed-advanced-process-lab-speed-chip-156) | Global | Skytech, Taiwan Semiconductor Manufacturing Co., Applied Materials, Lam Research | high | https://www.investor.com.tw/onlineNews/NewsContent.asp?articleNo=14202609010128 |
| September 2, 2026 | [Hanwha Ocean Wins $1.2B Yang Ming Order for Six LNG Container Ships](https://eastasiabrief.com/shipbuilding/hanwha-ocean-wins-1-2b-yang-ming-order-six-159) | Korea | Hanwha Ocean, Yang Ming Marine Transport, HD Hyundai Heavy Industries, Evergreen Marine | medium | https://oceanpress.co.kr/news/article.html?no=31108 |
| September 2, 2026 | [Hungary halts CATL and BYD plant work as environmental rules tighten](https://eastasiabrief.com/batteries-ev/hungary-halts-catl-byd-plant-work-environmental-rules-tighten-160) | China | Contemporary Amperex Technology, BYD, BMW, Mercedes-Benz | medium | https://carnewschina.com/2026/09/02/strict-environmental-oversight-and-political-shift-delay-catl-and-byd-production-in-hungary/ |
| September 3, 2026 | [POSCO Chairman Urges Australia Critical Minerals Alliance to Diversify Supply](https://eastasiabrief.com/semiconductors/posco-chairman-urges-australia-critical-minerals-alliance-diversify-supp-161) | Korea | POSCO Holdings, Pilbara Minerals, POSCO Future M, SK On | high | https://newsroom.posco.com/kr/%EB%AF%BC%EA%B0%84-%EC%9E%90%EC%9B%90%EC%99%B8%EA%B5%90-%EB%82%98%EC%84%A0-%ED%8F%AC%EC%8A%A4%EC%BD%94%EA%B7%B8%EB%A3%B9-%EC%9E%A5%EC%9D%B8%ED%99%94-%ED%9A%8C%EC%9E%A5-%E9%9F%93/ |
| September 3, 2026 | [US 100% drone tariffs take effect as Chinese hardware faces border wall](https://eastasiabrief.com/trade-policy/us-100-drone-tariffs-take-effect-chinese-hardware-faces-163) | Global | Da-Jiang Innovations, Terra Drone Corporation, Skydio, FLIR Systems | high | https://www.whitehouse.gov/fact-sheets/2026/08/fact-sheet-president-donald-j-trump-bolsters-national-security-and-strengthens-u-s-supply-chains-by-imposing-tariffs-on-drones-and-their-parts-and-components/ |
| September 3, 2026 | [KEPCO seeks $18 billion advance power bill payment from Samsung and SK hynix](https://eastasiabrief.com/semiconductors/kepco-seeks-18-billion-advance-power-bill-payment-samsung-164) | Korea | Samsung Electronics, SK hynix, Korea Electric Power Corporation, ASML | medium | https://v.daum.net/v/20260903101238307 |
| September 3, 2026 | [HD Hyundai inspects Thoothukudi site for greenfield shipyard in India](https://eastasiabrief.com/shipbuilding/hd-hyundai-inspects-thoothukudi-site-greenfield-shipyard-india-165) | Korea | HD Hyundai, HD Korea Shipbuilding & Offshore Engineering, POSCO, Cochin Shipyard | medium | https://www.g-enews.com/article/Global-Biz/2026/09/2026090408231662420c8c1c064d_1 |
| September 4, 2026 | [FANUC widens CRX cobot palletizing to 40 kg as food plants automate heavy cases](https://eastasiabrief.com/robotics/fanuc-widens-crx-cobot-palletizing-40-kg-food-plants-167) | Japan | FANUC | medium | https://www.fanucamerica.com/press-releases/fanuc-america-debuts-ultra-lightweight-crx-3ia-collaborative-robot-and-new-capabilities-across-the-crx-lineup |
| September 4, 2026 | [ASML expands Japan workforce to 700 to support Rapidus 2nm and TSMC fabs](https://eastasiabrief.com/semiconductors/asml-expands-japan-workforce-700-support-rapidus-2nm-tsmc-169) | Japan | ASML, Rapidus, Taiwan Semiconductor Manufacturing Co., Sony Group | medium | https://www.iex.nl/Forum-Aandeel/16923/Topic/1406118/ASML_ASML-2026.aspx?page=594 |
| September 4, 2026 | [Corvus Energy and BYD introduce Blue Whale marine LFP battery system](https://eastasiabrief.com/batteries-ev/corvus-energy-byd-introduce-blue-whale-marine-lfp-battery-172) | China | BYD Company Limited, Corvus Energy AS, Contemporary Amperex Technology Co. Limited | medium | https://blue-c.no/corvus-energy-expands-lfp-portfolio-with-blue-whale-nxtgen-power/ |
| September 4, 2026 | [Japan awards $1.4bn shipbuilding subsidies to Imabari and seven domestic yards](https://eastasiabrief.com/shipbuilding/japan-awards-1-4bn-shipbuilding-subsidies-imabari-seven-domestic-173) | Japan | Imabari Shipbuilding, Japan Marine United, Namura Shipbuilding, Nippon Steel | high | https://www.mlit.go.jp/report/interview/daijin260904.html |
| September 4, 2026 | [TSMC Urges HBM Makers to Adopt X-Ray Friendly Chip Design for Advanced Packaging](https://eastasiabrief.com/semiconductors/tsmc-urges-hbm-makers-adopt-x-ray-friendly-chip-176) | Global | TSMC, SK hynix, Samsung Electronics, Micron Technology | medium | https://www.semicontaiwan.org/en/node/17406 |
| September 4, 2026 | [LG Energy Solution details $4.3B Tesla battery supply for US energy storage](https://eastasiabrief.com/batteries-ev/lg-energy-solution-details-4-3b-tesla-battery-supply-177) | Korea | LG Energy Solution, Tesla, General Motors, Smackover Lithium | medium | https://www.joongang.co.kr/article/25412426 |
| September 4, 2026 | [US chip suppliers commit $2 billion to South Korea semiconductor supply chain](https://eastasiabrief.com/semiconductors/us-chip-suppliers-commit-2-billion-south-korea-semiconductor-178) | Korea | Air Products, Axcelis Technologies, Corning, Pacifico Energy | high | https://www.motir.go.kr/ |
| September 5, 2026 | [Guangzhou Shipyard lands $1 billion dual-fuel car carrier order from Ray](https://eastasiabrief.com/shipbuilding/guangzhou-shipyard-lands-1-billion-dual-fuel-car-carrier-179) | China | China CSSC Holdings, Guangzhou Shipyard International, Ray Car Carriers, HD Hyundai Heavy Industries | medium | https://stockmc.xueqiu.com/202609/600150_20260903_YL4K.pdf |
| September 5, 2026 | [CATL warns China EV price war triggers batch battery defects and safety hazards](https://eastasiabrief.com/batteries-ev/catl-warns-china-ev-price-war-triggers-batch-battery-180) | China | Contemporary Amperex Technology Co. Limited, Sunwoda Electronic, CALB, Geely Auto | medium | https://www.catl.com/news/10160.html |
| September 5, 2026 | [Pacifico Energy commits $1 billion to South Korea offshore wind projects](https://eastasiabrief.com/energy-minerals/pacifico-energy-commits-1-billion-south-korea-offshore-wind-181) | Korea | Pacifico Energy, Korea Electric Power Corporation, Amazon, Air Products | high | https://www.motir.go.kr/attach/down/095a2dda9c864e1d90d751f7668a1117/3ccd9c060ef4edc5ebb51bb610c377d1/9a9db098b587ee18b321c826f3707a49 |
| September 5, 2026 | [Japan robot makers target logging and biology labs as domestic workforce shrinks](https://eastasiabrief.com/robotics/japan-robot-makers-target-logging-biology-labs-domestic-workforce-182) | Japan | Nippon Signal, Yaskawa Electric, East Japan Railway Company, Astellas Pharma | medium | https://ai-vox.net/news/f94779cb-c145-466a-942f-8673874f3d41 |
| September 5, 2026 | [Samsung SDI explores Chinese suppliers for solid-state cells](https://eastasiabrief.com/batteries-ev/samsung-sdi-explores-chinese-suppliers-solid-state-cells-184) | Korea | Samsung SDI, Guangzhou Tinci Materials Technology, POSCO Holdings, L&F | high | https://kind.krx.co.kr/common/disclsviewer.do?method=search&acptno=20250519000120&rcpno=20250519000130&orgid=F&tran=Y&langTpCd=0 |
| September 5, 2026 | [HD Hyundai names two ammonia carriers in clean shipping push](https://eastasiabrief.com/shipbuilding/hd-hyundai-names-two-ammonia-carriers-clean-shipping-push-185) | Korea | HD Hyundai, HD Hyundai Heavy Industries, Exmar, WinGD | medium | https://esg.hd.com/ko/news/982 |
| September 5, 2026 | [Wacker Chemie keeps Tennessee plant open despite US tariffs](https://eastasiabrief.com/trade-policy/wacker-chemie-keeps-tennessee-plant-open-despite-us-tariffs-186) | Global | Wacker Chemie | high | https://www.whitehouse.gov/presidential-actions/2026/08/adjusting-imports-of-polysilicon-and-its-derivatives-into-the-united-states/ |
| September 6, 2026 | [Xi Jinping plans business delegation for Donald Trump summit](https://eastasiabrief.com/trade-policy/xi-jinping-plans-business-delegation-donald-trump-summit-189) | China | Boeing, Apple, Nvidia, Tesla | high | https://www.fmprc.gov.cn/ |
| September 6, 2026 | [Samsung narrows SK hynix HBM lead as HBM4 shipments expand](https://eastasiabrief.com/semiconductors/samsung-narrows-sk-hynix-hbm-lead-hbm4-shipments-expand-192) | Korea | Samsung Electronics, SK hynix, AMD, Broadcom | medium | https://www.metroseoul.co.kr/article/20260903500503 |
| September 6, 2026 | [HD Hyundai Marine Engine wins $16.5M Chinese shipyard order](https://eastasiabrief.com/shipbuilding/hd-hyundai-marine-engine-wins-16-5m-chinese-shipyard-193) | Korea | HD Hyundai Marine Engine, Nantong Xiangyu Shipbuilding & Offshore Engineering, Xiamen Xiangyu Group, MAN Energy Solutions | high | https://kind.krx.co.kr/common/disclsviewer.do?method=searchInitInfo&acptNo=20240329001428&docno= |
| September 6, 2026 | [Korea Zinc taps e-waste to build non-China rare earth supply](https://eastasiabrief.com/energy-minerals/korea-zinc-taps-e-waste-build-non-china-rare-196) | Korea | Korea Zinc, Alta Resource Technologies | medium | https://rd.kdb.co.kr/ |
| September 7, 2026 | [FANUC UK restructures sales leadership to target aerospace and defense](https://eastasiabrief.com/robotics/fanuc-uk-restructures-sales-leadership-target-aerospace-defense-198) | Japan | FANUC Corporation, FANUC UK, Airbus, Boeing | medium | https://www.automationmagazine.co.uk/fanuc-uk-announces-leadership-restructure-to-accelerate-growth-in-aerospace-defence/ |
| September 7, 2026 | [German makers expand China capex despite EU de-risking rules](https://eastasiabrief.com/analysis/german-makers-expand-china-capex-despite-eu-de-risking-200) | Global | BASF SE, Volkswagen Group, Horizon Robotics, SAIC Motor | high | https://citizens.ec.europa.eu/participation/en/processes/democratic-resilience/f/661/proposals/33432?commentId=20923 |
| September 7, 2026 | [Hanwha Ocean faces $1.0 billion arbitration over Arctic LNG](https://eastasiabrief.com/shipbuilding/hanwha-ocean-faces-1-0-billion-arbitration-arctic-lng-201) | Korea | Hanwha Ocean, Novatek, Sovcomflot, Yang Ming Marine Transport | medium | http://www.press9.kr/news/articleView.html?idxno=82320 |
| September 7, 2026 | [TSMC sees 3nm revenue overtake 5nm node on surge in AI accelerators](https://eastasiabrief.com/semiconductors/tsmc-sees-3nm-revenue-overtake-5nm-node-surge-ai-202) | Global | Taiwan Semiconductor Manufacturing Company, Nvidia, Apple, AMD | high | https://investor.tsmc.com/chinese/encrypt/files/encrypt_file/reports/2026-07/6f49632674bd2d0fd48cb65aaf89ec6ab510b559/2Q26%20ManagementReport.pdf |
| September 7, 2026 | [Estun Automation completes buyout of robotics unit Codroid](https://eastasiabrief.com/robotics/estun-automation-completes-buyout-robotics-unit-codroid-204) | China | Estun Automation, Estun Codroid, Fanuc, Yaskawa Electric | medium | https://wap.stockstar.com/detail/IG2026080400041923 |
| September 7, 2026 | [Samsung deploys TSMC-tested photonics probers for CPO push](https://eastasiabrief.com/semiconductors/samsung-deploys-tsmc-tested-photonics-probers-cpo-push-206) | Korea | Samsung Electronics, Taiwan Semiconductor Manufacturing Co., FormFactor, MPI Corporation | medium | https://www.thelec.net/news/articleView.html?idxno=13736 |
| September 8, 2026 | [HD Hyundai Electric holds top US transformer market share at $8.5B](https://eastasiabrief.com/energy-minerals/hd-hyundai-electric-holds-top-us-transformer-market-share-208) | Korea | HD Hyundai Electric, Hyosung Heavy Industries, LS Electric | high | https://newsroom.stockplus.com/breaking-news/34037 |
| September 8, 2026 | [Samsung develops humanoid robot prototype before 2027 debut](https://eastasiabrief.com/robotics/samsung-develops-humanoid-robot-prototype-before-2027-debut-209) | Korea | Samsung Electronics, Rainbow Robotics, Tesla, Boston Dynamics | medium | https://m.ppomppu.co.kr/new/bbs_view.php?id=stock&no=434953&page=3 |

Cite as: East Asia Brief, "Economic Security in East Asia — 2026 Q3." https://eastasiabrief.com/reports/2026-q3/economic-security