Tax Credits in East Asia — 2026 Q3
Every Tax Credits development in Korean, Chinese and Japanese industry that East Asia Brief logged in 2026 Q3 — 18 entries with dates, the companies exposed, and the primary document behind each one.
18developments logged
8with a primary document
3markets touched
64companies named
| Date | Development | Where | Companies exposed | Confidence | Source |
|---|---|---|---|---|---|
| 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… | Korea | LG Energy Solution, Samsung SDI, SK On, POSCO Future M | — | — | |
| 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… | Global | Korea Electric Power Corporation, Tokyo Electric Power Company Holdings, China Southern Power Grid | — | — | |
| 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… | Korea | Posco Holdings, Posco Future M, LG Energy Solution, General Motors | — | — | |
| 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… | Global | TSMC, Samsung Electronics, SK hynix, SMIC | — | — | |
| 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… | China | National Silicon Industry Group, Semiconductor Manufacturing International Corporation, Hua Hong Semiconductor, Shin-Etsu Chemical | — | — | |
| 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… | Korea | Samsung Electronics, SK hynix, Hanmi Semiconductor, Hana Micron | — | — | |
| 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 | SK Telecom, Naver | high | english.mofe.go.kr | |
| 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… | Global | — | high | enecho.meti.go.jp | |
| 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 | LG Innotek, Samsung Electro-Mechanics, SK hynix, Intel | medium | bondweb.co.kr | |
| 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… | Korea | LG Energy Solution, Samsung SDI, Rivian | high | motir.go.kr | |
| 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… | Korea | SK hynix, Nvidia, TSMC, Samsung Electronics | high | events.in.gov | |
| 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… | Korea | Samsung SDI, General Motors, Stellantis, LG Energy Solution | medium | m.etnews.com | |
| 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… | Korea | SK On, NeoVolta, Ford Motor, LONGi | medium | askinno.com | |
| 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… | Korea | Tesla, BYD, Hyundai Motor, LG Energy Solution | high | kamos.or.kr | |
| LG Energy Solution locks US lithium supply in Smackover pact The 10-year offtake contract yields 80,000 tons of battery-grade lithium carbonate from an Arkansas direct extraction project to… | Korea | LG Energy Solution, Standard Lithium, Equinor, Trafigura | high | sec.gov | |
| 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… | Korea | SK hynix, HanmiGlobal, Nvidia, Purdue Research Foundation | high | dart.fss.or.kr | |
| 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… | China | Contemporary Amperex Technology, LG Energy Solution, Samsung SDI, EVE Energy | medium | news.chemnet.com | |
| 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… | Korea | HD Hyundai Electric, Hyosung Heavy Industries, LS ELECTRIC, LG Energy Solution | high | kotra.or.kr |
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Compiled from East Asia Brief briefings published in 2026 Q3. 12 of 18 entries link the document they rest on; the source column points at that document, not at our coverage of it. Confidence grades are explained on our methodology page. A quarter closes when it ends — this page does not change afterwards except to correct an error. Something missing? Tell us.
Cite as: East Asia Brief, “Tax Credits in East Asia — 2026 Q3.” https://eastasiabrief.com/reports/2026-q3/tax-credits