➀ Intel needs to fill its fabs to remain competitive; ➁ TSMC's rapid expansion with new partnerships; ➂ The potential of a Common Foundry Platform Alliance for Intel.

➀ The author argues that Intel is not crucial to the industry's success and can be replaced; ➁ Intel faces challenges from competition and the decline of the x86 market; ➂ The author suggests splitting Intel into product and foundry entities to improve focus.

➀ Intel faces significant challenges, including stock price drops, layoffs, and CPU controversies. ➁ The company plans to spin off its Foundry division but will need to maintain control due to the $7.86 billion CHIPS Act deal with the U.S. government. ➃ Intel's CHIPS Act deal includes a 'change of control' restriction requiring Intel to retain 50.1% control or ownership of its Foundry business.

➀ Samsung is reportedly reducing its foundry and legacy DRAM production; ➁ The South Korean semiconductor giant is considering selling outdated NAND equipment in China; ➂ Local Chinese companies are said to be potential buyers.

➀ OpenAI is collaborating with Broadcom and TSMC to develop its first in-house AI chip; ➁ The company is scaling back its foundry ambitions due to cost and time constraints; ➂ OpenAI is adopting a strategy of using industry partnerships and a mix of internal and external approaches to manage chip supply and costs.