Saturday, August 29, 2026

East Asia Brief

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Tax Credits tracker

Every Tax Credits 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.

10 entries · 4 with a linked primary document · South Korea, Cross-border, China · updated August 28, 2026

DateDevelopmentWhereCompanies exposedConfidenceSource
South Korean battery makers scale 4695 cylindrical cells for utility EV platforms LG Energy Solution and Samsung SDI are ramping mass production of high-capacity 4695 cylindrical formats to supply North American… Korea LG Energy Solution, Samsung SDI, Rivian, Tesla high motir.go.kr
South Korean substrate makers develop embedded silicon bridges for AI chips LG Innotek and Samsung Electro-Mechanics advance bridge-embedded FC-BGA substrates to lower 2.5D packaging costs for AI… Korea LG Innotek, Samsung Electro-Mechanics, SK hynix, Intel medium bondweb.co.kr
Korea expands tax credits for artificial intelligence compute infrastructure Revisions to the Restriction of Special Taxation Act grant up to 25 percent facility credits for high-performance computing… Korea SK Telecom, Naver, Samsung Electronics, SK hynix high english.mofe.go.kr
Korea and Japan Diverge on Clean Hydrogen Incentives with Tax Credits and Contract Subsidies Tokyo deploys a 15-year price-gap subsidy funded by transition bonds while Seoul relies on upfront facility tax deductions and… Global Korea Electric Power Corporation, JERA, POSCO Holdings, Mitsubishi Corporation high enecho.meti.go.jp
South Korea funds advanced chip packaging and backside power pilot lines The trade ministry establishes dedicated testbeds and research grants to close back-end gaps and scale next-generation wafer… Korea Samsung Electronics, SK hynix, Hanmi Semiconductor, Hana Micron
South Korea Expands Advanced Battery Tax Credits to Rebalance Domestic Fabs The revised National Strategic Technology rules raise immediate deductions on next-generation cathode and cell equipment to… Korea LG Energy Solution, Samsung SDI, SK On, POSCO Future M
Industrial Power Tariffs Diverge Across Seoul, Tokyo, and Guangdong Clusters Grid tariff overhauls and seasonal peak pricing create widening operating cost disparities for semiconductor and chemicals fabs… Global Korea Electric Power Corporation, Tokyo Electric Power Company Holdings, China Southern Power Grid, Samsung Electronics
Posco Holdings starts direct lithium extraction test runs for Korean cathode lines The continuous brine-to-hydroxide loop links Argentine extraction to Gwangyang refineries to supply non-FEOC battery materials to… Korea Posco Holdings, Posco Future M, LG Energy Solution, General Motors
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
China expands 300mm silicon wafer capacity to cut reliance on Japanese suppliers Domestic wafer manufacturers scale 12-inch polished and epitaxial shipments to supply local foundries, displacing imported… China National Silicon Industry Group, Semiconductor Manufacturing International Corporation, Hua Hong Semiconductor, Shin-Etsu Chemical

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.