Supply Chain tracker
Every Supply Chain 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 |
|---|---|---|---|---|---|
| LG Energy Solution tests sodium batteries for US power grids The South Korean cell maker plans a 30-megawatt-hour sample verification by early 2027, converting Ochang lines to counter… | Korea | LG Energy Solution, CATL, Samsung SDI, SK On | medium | news1.kr | |
| 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 | |
| Towa plans Kyoto plant to onshore chip packaging equipment The 5 billion yen facility in Ujitawara will produce resin compression molding systems for artificial intelligence chips starting… | Japan | Towa Corporation | medium | traders.co.jp | |
| Bell Textron vets 17 Korean suppliers for helicopter supply chain South Korea's trade agency opened talks between the US defense prime and local machinists as global aircraft makers face… | Korea | Textron, Korea Trade-Investment Promotion Agency, Boeing, Airbus | medium | yna.co.kr | |
| Tata Electronics readies Assam chip plant with non-China network The $3.2 billion Jagiroad OSAT facility enters pilot testing ahead of a December launch, lining up nine non-China vendors to… | Global | Tata Electronics, Qualcomm, BE Semiconductor Industries, Enomoto | medium | livemint.com | |
| China waives African tariffs to lock in critical minerals Beijing reaffirmed duty-free access across 53 African nations on Oct. | China | Transnet, Zhejiang Huayou Cobalt, Sinomine Resource Group, Contemporary Amperex Technology | high | mofcom.gov.cn | |
| JSR opens South Korea EUV photoresist plant for 2nm chips The 75 billion won facility in Ochang establishes local finishing lines for metal oxide resist, positioning the Japanese supplier… | Korea | JSR Corporation, JSR Micro Korea, Samsung Electronics, SK hynix | high | photo.chungbuk.go.kr | |
| China waives African import duties to lock in strategic ores Beijing’s tariff exemption across 53 countries accelerated imports of copper, lithium and farm produce through July, insulating… | China | — | high | mofcom.gov.cn | |
| US 100% drone tariffs take effect as Chinese hardware faces border wall The Section 232 duties penalize heavy and thermal-equipped unmanned aircraft while granting a 15% rate to allied suppliers in… | Global | Da-Jiang Innovations, Terra Drone Corporation | high | whitehouse.gov | |
| Japan bids to host permanent CPTPP secretariat to steer Asia-Pacific trade rules The trade ministry requested initial funding in its fiscal 2027 budget ahead of a formal proposal to member economies in Vietnam… | Japan | — | high | meti.go.jp | |
| Japan accelerates grants for rare-earth-reduced robot motor magnets under economic security act METI enforces tightened supply-plan standards for heavy-rare-earth substitution and drive-motor manufacturing lines across… | Japan | Daido Steel, Shin-Etsu Chemical, Aichi Steel, Hitachi Astemo | high | meti.go.jp | |
| China mandates digital tracking codes for heavy rare earth shipments to tighten export control The Ministry of Industry and Information Technology requires refiners to register dysprosium and terbium batches on a state… | China | China Rare Earth Group, China Northern Rare Earth Group High-Tech, JL MAG Rare-Earth, Ningbo Yunsheng | — | — |
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.