<p>➀ Intel may halt marketing its 18A process to foundry customers, focusing instead on 14A, which could leverage high-NA EUV advantages to compete with TSMC;</p><p>➁ TSMC dominates the 2nm foundry market with high yields and significant planned capacity (50k wpm by 2025, 120-130k wpm by 2026), securing major clients like Apple and AMD;</p><p>➂ Existing 18A contracts with Microsoft and Amazon will continue, though Intel’s strategic shift aims to prioritize 14A for future competitiveness.</p>