# Trade & Industrial Policy in East Asia — 2026 Q3

3 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 |
| --- | --- | --- | --- | --- | --- |
| September 14, 2026 | [Strong Won Cuts Samsung and SK hynix Profit Views by 21T Won](https://eastasiabrief.com/analysis/strong-won-cuts-samsung-sk-hynix-profit-views-21t-266) | Korea | Samsung Electronics, SK hynix | medium | https://www.yna.co.kr/view/AKR20260911137700003 |
| September 26, 2026 | [BYD Commits Over $1B to Brazil EV Manufacturing](https://eastasiabrief.com/batteries-ev/byd-commits-1b-brazil-ev-manufacturing-372) | China | BYD | medium | https://autonews.gasgoo.com/articles/market-industry/byd-increases-investment-in-brazil-2036795938293571585 |
| September 30, 2026 | [Ultium Cells to build first prismatic LMR battery line in US](https://eastasiabrief.com/batteries-ev/ultium-cells-build-first-prismatic-lmr-battery-line-us-443) | Korea | LG Energy Solution, General Motors, Ultium Cells, CATL | medium | https://news.gm.com/home.detail.html/Pages/topic/us/en/2026/sep/0929-ultium-cells-lmr-tennessee.html |

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