➀ Intel's reported move to discuss cooperation with Samsung in their foundry businesses suggests a lack of confidence in achieving process technology leadership next year; ➁ Both companies aimed to incorporate GAA transistors and backside power delivery into a 2nm process to challenge TSMC; ➂ Samsung failed to achieve commercially viable yields, delaying orders for new production machinery, while Intel has ordered all five of the high-NA EUV machines made this year.