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.
| Date | Development | Where | Companies exposed | Confidence | Source |
|---|---|---|---|---|---|
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| OCI anchors Jeonbuk chip materials hub with acid expansion The chemical maker will lift Gunsan phosphoric acid capacity to 30,000 tons as South Korea commits 45 billion won to anchor an… | Korea | OCI, Samsung Electronics, SK hynix | high | motir.go.kr | |
| HD Hyundai Samho builds three-tank LNG carriers for BW LNG The 176,800-cubic-meter design adds 2,800 cubic meters of capacity and trims daily boil-off by 6% while using standard terminal… | Korea | HD Hyundai Samho, HD Korea Shipbuilding & Offshore Engineering, BW LNG, Gaztransport & Technigaz | medium | imarinenews.com | |
| HD Korea Shipbuilding advances $4B shipyard project in India The South Korean shipbuilder completed site surveys in Tamil Nadu to build a greenfield mega-yard with an annual capacity of 2.5… | Korea | HD Korea Shipbuilding & Offshore Engineering, HD Hyundai, Cochin Shipyard | medium | v.daum.net | |
| Southeast Asia beats India in China Plus One race, data show Higher capital efficiency in Vietnam and Malaysia outmatches India's cheaper wages as Indian exports fell to 22.3% of output in… | Global | — | medium | business-standard.com | |
| Japan's AIRoA unveils domestic general-purpose robot roadmap for AI A 20.5 billion yen state project aims to replace Chinese hardware with domestic dual-arm manipulators and compile one million… | Japan | THK, Nachi-Fujikoshi, ugo | high | nedo.go.jp | |
| Sojitz and NRS agree to build Tata fab chemical supply chain in India The Japanese trading house and logistics specialist signed a pact on Sept. | Japan | Sojitz Corporation, NRS CORPORATION, Tata Electronics, Sumitomo Chemical | medium | tataelectronics.com | |
| China and South Africa advance battery mineral refining pact Beijing seeks overseas processing hubs to bypass Western trade barriers as Pretoria demands that refiners add value to its 37%… | China | Contemporary Amperex Technology, BYD | high | english.mofcom.gov.cn | |
| BYD confirms solid-state battery car test for 2027 rollout Executive Vice President Stella Li clarified the timeline involves demonstration models rather than commercial trucks, targeting… | China | BYD, CATL, Toyota Motor, Samsung SDI | medium | carnewschina.com | |
| HD Hyundai Heavy union stages strike over 30% profit sharing The four-hour walkout threatens delivery schedules at Ulsan docks running above 100% capacity with four years of orders as Seoul… | Korea | HD Hyundai Heavy Industries, Samsung Heavy Industries | high | moel.go.kr | |
| HD Hyundai Heavy union launches partial strike as shipyard wage talks break down Union delegates begin rotating walkouts across the Ulsan yard after rejecting management pay terms, testing delivery schedules… | Korea | HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering, Hanwha Ocean, Samsung Heavy Industries | medium | mk.co.kr | |
| LG taps Samsung Foundry for appliance AI chips under Korean state project The 31 billion won development consortium marks a rare shift by LG away from TSMC as Seoul backs domestic edge processor supply… | Korea | LG Electronics, Samsung Electronics, CoAsia, TSMC | high | motir.go.kr | |
| 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 | |
| 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 | |
| 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 | high | mcee.go.kr | |
| 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 | — | — | |
| 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.