➀ China has introduced new export restrictions on materials containing scandium and dysprosium, which are critical for RF and storage applications, potentially impacting key players in these industries.

➁ These restrictions follow previous rounds of tightening rare earth export rules and reflect a calculated strategy targeting the high-tech manufacturing supply chain.

➂ The impact of these restrictions is yet to be fully assessed, but they are expected to cause disruptions in the semiconductor industry.

➀ A deal between Intel and TSMC has been proposed by the new US administration;

➁ TSMC may take over the management of some or all of Intel's manufacturing sites;

➂ Speculations include the possibility of a joint venture between TSMC and Intel with U.S. chip design companies investing.