# Supply Chain 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 1, 2026 | [JSR opens South Korea EUV photoresist plant for 2nm chips](https://eastasiabrief.com/semiconductors/jsr-opens-south-korea-euv-photoresist-plant-2nm-chips-463) | Korea | JSR Corporation, JSR Micro Korea, Samsung Electronics, SK hynix | high | https://photo.chungbuk.go.kr/photo/index.do |
| October 4, 2026 | [China waives African tariffs to lock in critical minerals](https://eastasiabrief.com/trade-policy/china-waives-african-tariffs-lock-critical-minerals-522) | China | Transnet, Zhejiang Huayou Cobalt, Sinomine Resource Group, Contemporary Amperex Technology | high | https://www.mofcom.gov.cn/xwfb/sjfzrfb/art/2026/art_eb89a23715fa49cf87c245c1d0710842.html |
| October 5, 2026 | [Tata Electronics readies Assam chip plant with non-China network](https://eastasiabrief.com/semiconductors/tata-electronics-readies-assam-chip-plant-non-china-network-536) | Global | Tata Electronics, Qualcomm, BE Semiconductor Industries, Enomoto | medium | https://www.livemint.com/companies/news/tata-electronics-assam-semiconductor-chip-plant/amp-11791089738819.html |
| October 5, 2026 | [Bell Textron vets 17 Korean suppliers for helicopter supply chain](https://eastasiabrief.com/trade-policy/bell-textron-vets-17-korean-suppliers-helicopter-supply-chain-540) | Korea | Textron, Korea Trade-Investment Promotion Agency, Boeing, Airbus | medium | https://www.yna.co.kr/amp/view/AKR20261005026700003 |
| October 7, 2026 | [Towa plans Kyoto plant to onshore chip packaging equipment](https://eastasiabrief.com/semiconductors/towa-plans-kyoto-plant-onshore-chip-packaging-equipment-578) | Japan | Towa Corporation | medium | https://www.traders.co.jp/news/article/1_2205390 |
| 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 | [LG Energy Solution tests sodium batteries for US power grids](https://eastasiabrief.com/batteries-ev/lg-energy-solution-tests-sodium-batteries-us-power-grids-692) | Korea | LG Energy Solution, CATL, Samsung SDI, SK On | medium | https://www.news1.kr/industry/general-industry/6317136 |

Cite as: East Asia Brief, "Supply Chain in East Asia — 2026 Q4." https://eastasiabrief.com/reports/2026-q4/supply-chain