# Industrial Policy in East Asia — 2026 Q3

7 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 | [CSSC Reallocates Yard Drydocks to Accelerate Large Containership Output](https://eastasiabrief.com/shipbuilding/cssc-reallocates-yard-drydocks-accelerate-large-containership-output-39) | China | China State Shipbuilding Corporation, China CSSC Holdings, Guangzhou Shipyard International, Jiangnan Shipyard |  |  |
| August 28, 2026 | [Comparing East Asia Fab Subsidies Across Japan, Korea, and China](https://eastasiabrief.com/analysis/comparing-east-asia-fab-subsidies-across-japan-korea-china-42) | Global | TSMC, Samsung Electronics, SK hynix, SMIC |  |  |
| August 28, 2026 | [China polysilicon cash costs diverge across regional power grids under new price rules](https://eastasiabrief.com/analysis/china-polysilicon-cash-costs-diverge-across-regional-power-grids-86) | China | Tongwei, Daqo New Energy, Xinte Energy, GCL Technology | high | https://www.sec.gov/Archives/edgar/data/1477641/000110465926045134/dq-20251231x20f.htm |
| August 28, 2026 | [East Asia fab water rules diverge as Taiwan mandates reuse while Korea and Japan rely on state grids and local pacts](https://eastasiabrief.com/analysis/east-asia-fab-water-rules-diverge-taiwan-mandates-reuse-93) | Global | Taiwan Semiconductor Manufacturing Co., Samsung Electronics, Rapidus, SK hynix | high | https://mcee.go.kr/home/web/board/read.do;jsessionid=c7vwJDVaBVHa-eHzUsZYNXwWdrwCmzshvMdabFR2.mehome2?pagerOffset=2920&maxPageItems=10&maxIndexPages=10&searchKey=&searchValue=&menuId=&orgCd=&boardId=1564510&boardMasterId=1&boardCategoryId=39&decorator= |
| August 29, 2026 | [Foundries Standardize 300mm Silicon Photonics PDKs for AI Optical Interconnects](https://eastasiabrief.com/semiconductors/foundries-standardize-300mm-silicon-photonics-pdks-ai-optical-interconne-107) | Global | Taiwan Semiconductor Manufacturing Company, Samsung Electronics, Tower Semiconductor, Advanced Semiconductor Engineering | medium | https://pr.tsmc.com/english/news/3136 |
| September 1, 2026 | [LG taps Samsung Foundry for appliance AI chips under Korean state project](https://eastasiabrief.com/semiconductors/lg-taps-samsung-foundry-appliance-ai-chips-under-korean-148) | Korea | LG Electronics, Samsung Electronics, CoAsia, TSMC | high | http://www.motir.go.kr/attach/down/095a2dda9c864e1d90d751f7668a1117/77419e91bf89699b0f0750127c559dd1/9a9db098b587ee18b321c826f3707a49 |
| September 1, 2026 | [HD Hyundai Heavy union launches partial strike as shipyard wage talks break down](https://eastasiabrief.com/shipbuilding/hd-hyundai-heavy-union-launches-partial-strike-shipyard-wage-151) | Korea | HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering, Hanwha Ocean, Samsung Heavy Industries | medium | https://www.mk.co.kr/en/business/12141660 |

Cite as: East Asia Brief, "Industrial Policy in East Asia — 2026 Q3." https://eastasiabrief.com/reports/2026-q3/industrial-policy