# Tax Credits 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 2, 2026 | [TSMC Dismisses Terafab Rumors as Texas Factory Talks Surface](https://eastasiabrief.com/semiconductors/tsmc-dismisses-terafab-rumors-texas-factory-talks-surface-483) | Global | Taiwan Semiconductor Manufacturing Co., Intel, Tesla, SpaceX | high | https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm |
| October 4, 2026 | [TSMC weighs Texas foundry campus to expand US chip capacity](https://eastasiabrief.com/semiconductors/tsmc-weighs-texas-foundry-campus-expand-us-chip-capacity-521) | Global | Taiwan Semiconductor Manufacturing Co., Nvidia, Advanced Micro Devices, Samsung Electronics | medium | https://pr.tsmc.com/english/news/3210 |
| October 16, 2026 | [Korea Zinc Secures US Backing for $7.4B Tennessee Smelter](https://eastasiabrief.com/semiconductors/korea-zinc-secures-us-backing-7-4b-tennessee-smelter-745) | Korea | Korea Zinc, Trafigura, Nyrstar, JPMorgan Chase | high | https://www.tn.gov/ecd/news/2025/12/15/korea-zinc-selects-tennessee-for-first-u-s--operations--announces--6-6-billion-investment-.html |
| October 16, 2026 | [Korean battery makers localize LFP cathodes under US rules](https://eastasiabrief.com/batteries-ev/korean-battery-makers-localize-lfp-cathodes-under-us-rules-750) | Korea | Samsung SDI, SK On, POSCO Future M, LG Energy Solution | medium | https://www.2news.co.kr/news/articleView.html?idxno=29363 |
| October 16, 2026 | [Suzuki prices e SKY minicar at $13,500 to blunt BYD in Japan](https://eastasiabrief.com/batteries-ev/suzuki-prices-e-sky-minicar-13-500-blunt-byd-756) | Japan | Suzuki Motor, BYD, Nissan Motor, Honda Motor | medium | https://www.suzuki.co.jp/dealer/sj-shiga/news/detail/?id=48269 |
| October 19, 2026 | [Korean battery trio splits on profit as grid storage surges](https://eastasiabrief.com/batteries-ev/korean-battery-trio-splits-profit-grid-storage-surges-807) | Korea | LG Energy Solution, Samsung SDI, SK Innovation, SK On | high | https://dart.fss.or.kr/?rcpNo=20211012900197 |
| October 23, 2026 | [GM cancels rare earth magnet supply pact with Vacuumschmelze](https://eastasiabrief.com/semiconductors/gm-cancels-rare-earth-magnet-supply-pact-vacuumschmelze-886) | Global | General Motors, Energy Fuels, MP Materials | high | https://www.sec.gov/Archives/edgar/data/1467858/000146785826000059/gm-20260930.htm |

Cite as: East Asia Brief, "Tax Credits in East Asia — 2026 Q4." https://eastasiabrief.com/reports/2026-q4/tax-credits