Industrial Policy tracker

Every Industrial Policy development in Korean, Chinese and Japanese industry that East Asia Brief has logged — with dates, the companies exposed, and a link to the primary document where one exists.

5 entries · 3 with a linked primary document · Cross-border, China · updated August 29, 2026

Date	Development	Where	Companies exposed	Confidence	Source
August 29, 2026	Foundries Standardize 300mm Silicon Photonics PDKs for AI Optical Interconnects Commercial co-packaged optics platforms from TSMC, Samsung, and Tower target interconnect bottlenecks and thermal limits across…	Global	Taiwan Semiconductor Manufacturing Company, Samsung Electronics, Tower Semiconductor, Advanced Semiconductor Engineering	medium	pr.tsmc.com
August 28, 2026	China polysilicon cash costs diverge across regional power grids under new price rules Tariff spreads between northern coal-fired baseloads and southwestern hydro grids create a 25 percent operating cost gap for top…	China	Tongwei, Daqo New Energy, Xinte Energy, GCL Technology	high	sec.gov
August 28, 2026	East Asia fab water rules diverge as Taiwan mandates reuse while Korea and Japan rely on state grids and local pacts Taiwan enforces a 50 percent reclaimed water quota on major fabs, while South Korea finances municipal effluent pipelines and…	Global	Taiwan Semiconductor Manufacturing Co., Samsung Electronics, Rapidus, SK hynix	high	mcee.go.kr
August 28, 2026	CSSC Reallocates Yard Drydocks to Accelerate Large Containership Output China State Shipbuilding Corporation shifts chemical tanker builds to southern docks to clear Changxing Island berths for…	China	China State Shipbuilding Corporation, China CSSC Holdings, Guangzhou Shipyard International, Jiangnan Shipyard	—	—
August 28, 2026	Comparing East Asia Fab Subsidies Across Japan, Korea, and China Capital matching rates, cash disbursement mechanisms, and infrastructure funding models diverge sharply across Tokyo, Seoul, and…	Global	TSMC, Samsung Electronics, SK hynix, SMIC	—	—

Companies appearing in this tracker

This tracker is built from East Asia Brief briefings and updates as we publish. Where a briefing rests on a document we can link, the source column points at that document, not at our coverage of it. Confidence grades are explained on our methodology page. Something missing? Tell us.