In the race to master the 2nm process node, TSMC, Intel, and Samsung have reported yield rates of 65%, 55%, and 40%, respectively. Intel has made strides, improving its yield rate by 5 percentage points since the previous quarter, and anticipates the release of the Panther Lake processor within the year. According to analysts, Intel's foundry business could potentially reach a 2nm yield rate of 65~70% sooner than Samsung, although TSMC is projected to hit 75% by that time. Looking ahead, Intel plans to commence mass production of its enhanced Intel 18A-P process in the second half of 2026, aiming to bolster market confidence in its foundry services, and it seems unlikely that the company will abandon outsourcing in the near future.