➀ China expands rare-earth export controls targeting advanced semiconductor manufacturing (14nm logic chips and 256-layer+ memory), with rules now covering foreign products containing Chinese rare earths.

➀ Global HDD and semiconductor firms like Seagate and Western Digital may face supply chain disruptions due to restrictions on key materials like polishing compounds and magnets.

➀ The move mirrors U.S. tech export policies, escalating a bidirectional tech war where both nations cite 'national security' to restrict critical chip-related technologies.

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.