Comment by treesciencebot

This is not a good comparison. Nvidia doesn't have a fab, but they are the lead player in the AI chip space. Intel had both and look where it got them. TSMC has a good model, and you can basically take any of your designs for the same node and manufacture it in any of their plants. Same strategy can be applied to Samsung, and they already help a lot on the memory segment. The new HBM3E memory chips for H200s might be even coming from Samsung.