# Industrial Policy in East Asia — 2026 Q4

7 developments logged by East Asia Brief in 2026 Q4, with the companies exposed and the primary document behind each one.

| Date | Development | Where | Companies exposed | Confidence | Source |
| --- | --- | --- | --- | --- | --- |
| October 3, 2026 | [Imabari Shipbuilding wins two Aframax tankers from Carlova by 2030](https://eastasiabrief.com/shipbuilding/imabari-shipbuilding-wins-two-aframax-tankers-carlova-2030-489) | Japan | Imabari Shipbuilding, Carlova Maritime, Hanwha Ocean, Sumitomo Heavy Industries | high | https://www.kobc.or.kr/ebz/shippinginfoeng/stn/gridList.do?mId=0401000000 |
| October 3, 2026 | [Japan Prefectures Woo Taiwan Chip Vendors With Site Grants](https://eastasiabrief.com/semiconductors/japan-prefectures-woo-taiwan-chip-vendors-site-grants-501) | Japan | Taiwan Semiconductor Manufacturing Co., Mitsui Fudosan, Sony Group, ASE Technology Holding | high | https://www.meti.go.jp/speeches/kaiken/2026/20261002001.html |
| October 3, 2026 | [CATL warns China's solid-state battery target faces cost gap](https://eastasiabrief.com/batteries-ev/catl-warns-china-s-solid-state-battery-target-faces-504) | China | Contemporary Amperex Technology Co. Limited, Toyota Motor, Dongfeng Motor, Nio | high | http://jxt.hubei.gov.cn/bmdt/rdjj/202609/t20260929_6025471.shtml |
| October 7, 2026 | [SK On wins Ford Q1 status for its 30 GWh Hungarian plant](https://eastasiabrief.com/batteries-ev/sk-wins-ford-q1-status-30-gwh-hungarian-plant-576) | Korea | SK On, Ford Motor Company | medium | https://ket.kr/news/article.html?no=41242 |
| October 9, 2026 | [Chery Automobile orders solid-state battery tools for 2027 EV tests](https://eastasiabrief.com/batteries-ev/chery-automobile-orders-solid-state-battery-tools-2027-ev-624) | China | Chery Automobile, BYD, Samsung SDI, LG Energy Solution | high | http://jxt.hubei.gov.cn/bmdt/rdjj/202609/t20260929_6025471.shtml |
| October 12, 2026 | [Li Auto and EV rivals drop CATL to build in-house batteries](https://eastasiabrief.com/batteries-ev/li-auto-ev-rivals-drop-catl-build-house-batteries-675) | China | Li Auto, CATL, Sunwoda, CALB | medium | https://post.smzdm.com/p/a5rxnzvk/ |
| October 13, 2026 | [Malaysia links rare earth export permits to technology deals](https://eastasiabrief.com/energy-minerals/malaysia-links-rare-earth-export-permits-technology-deals-688) | Global | Lynas Rare Earths, Khazanah Nasional, JS Link, Southern Alliance Mining | medium | https://rareearthexchanges.com/news/malaysia-china-rare-earth-technology-transfer/ |

Cite as: East Asia Brief, "Industrial Policy in East Asia — 2026 Q4." https://eastasiabrief.com/reports/2026-q4/industrial-policy