➀ China's display industry is experiencing rapid expansion in production capacity; ➁ The expansion has raised national security concerns in the U.S.; ➂ The U.S. may impose sanctions on China's display industry due to these concerns.

➀ The U.S. proposes new export rules for advanced AI processors, which restricts sales to certain countries. ➁ Israel, a close U.S. ally, is included in the restricted list, which could significantly impact the country's computing power. ➂ The proposed regulation categorizes countries into three groups with different import limits.

➀ NATO's latest survey shows increasing disagreement among member countries about continued support for Ukraine; ➁ The US saw the most significant change with a 32% disagreement rate in mid-2024, up from 17% in late 2022; ➂ In Germany, disagreement rose to 37%, and even Eastern European countries like the Czech Republic and Estonia have seen high levels of dissent.

➀ Hemlock Semiconductor has been awarded up to $325 million under the US Chips and Science Act; ➁ The funding will support the construction of a new manufacturing facility for hyper-pure semiconductor-grade polysilicon; ➂ The project is expected to create nearly 180 manufacturing jobs and over 1,000 construction jobs.

➀ Dell'Oro reports a 10% YoY decline in global telecom capex in H1 2024; ➁ Operators are scaling back investments in 5G and fixed broadband due to factors like inventory build-up, weaker demand in key regions, and technology monetization challenges; ➂ Global carrier revenues are expected to grow at a 1% CAGR over the next three years.

1. Global spending on nuclear weapons increased by 13.4% in 2023, according to a report by the International Campaign to Abolish Nuclear Weapons (ICAN). 2. The US and UK saw significant increases in their nuclear weapons spending, with the US at 18% and the UK at 17.1%. 3. The total global expenditure on nuclear weapons reached an estimated $91.4 billion, continuing a trend of rising spending since 2019.