Industrial Policy in East Asia — 2026 Q4
Every Industrial Policy development in Korean, Chinese and Japanese industry that East Asia Brief logged in 2026 Q4 — 7 entries with dates, the companies exposed, and the primary document behind each one.
7developments logged
4with a primary document
4markets touched
35companies named
| Date | Development | Where | Companies exposed | Confidence | Source |
|---|---|---|---|---|---|
| Imabari Shipbuilding wins two Aframax tankers from Carlova by 2030 The Greek shipowner reserved delivery slots in late 2029 and 2030, turning to Japanese yard capacity as South Korean builders… | Japan | Imabari Shipbuilding, Carlova Maritime, Hanwha Ocean, Sumitomo Heavy Industries | high | kobc.or.kr | |
| Japan Prefectures Woo Taiwan Chip Vendors With Site Grants Regional governments across Kyushu are preparing dedicated industrial parks to house supply chains feeding TSMC’s planned $17… | Japan | Taiwan Semiconductor Manufacturing Co., Mitsui Fudosan, Sony Group, ASE Technology Holding | high | meti.go.jp | |
| CATL warns China's solid-state battery target faces cost gap The battery maker pegged solid-state readiness at level four out of nine, warning sulfide cells cost up to five times more than… | China | Contemporary Amperex Technology Co. Limited, Toyota Motor, Dongfeng Motor, Nio | high | jxt.hubei.gov.cn | |
| SK On wins Ford Q1 status for its 30 GWh Hungarian plant The certification validates defect controls across the site after an audit through mid-2026, anchoring cell deliveries for… | Korea | SK On, Ford Motor Company | medium | ket.kr | |
| Chery Automobile orders solid-state battery tools for 2027 EV tests The Chinese carmakers are shifting next-generation cell manufacturing out of laboratories and into pre-production factories,… | China | Chery Automobile, BYD, Samsung SDI, LG Energy Solution | high | jxt.hubei.gov.cn | |
| Li Auto and EV rivals drop CATL to build in-house batteries Regulatory filings and supply shifts show automakers reallocating cell procurement to CALB and Sunwoda while assembling… | China | Li Auto, CATL, Sunwoda, CALB | medium | post.smzdm.com | |
| Malaysia links rare earth export permits to technology deals The natural resources ministry affirmed conditional ore shipments while parliament debated a state vehicle to manage $188 billion… | Global | Lynas Rare Earths, Khazanah Nasional, JS Link, Southern Alliance Mining | medium | rareearthexchanges.com |
Most exposed this quarter
Other reports for 2026 Q4
Compiled from East Asia Brief briefings published in 2026 Q4. 7 of 7 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, “Industrial Policy in East Asia — 2026 Q4.” https://eastasiabrief.com/reports/2026-q4/industrial-policy