We've seen articles about Qualcomm and AMD shifting to Samsung and away from TSMC. Some of Qualcomm's new processors are already moved over to Samsung. The 780G

We've seen articles about Qualcomm and AMD shifting to Samsung and away from TSMC. Some of Qualcomm's new processors are already moved over to Samsung. The 780G and 888 are already on Samsung's 5nm process. I don't think AMD has moved things, but we've seen articles about it noting how Apple is getting first-access to TSMC's latest processes. > One is even completely obsoleting a line of products that was previously being manufactured at TSMC That sounds a bit odd. AMD/Qualcomm products basically obsolete themselves very quickly. People generally aren't looking to buy a Snapdragon 855 from 2019. They'll either be buying the 888 or one of Qualcomm's cheaper lines (like the 700 or 600 series). It seems weird to prematurely obsolete something given that it's likely on a process that you already have enough TSMC capacity for. I mean, clearly I could be wrong. Maybe Samsung offered them something to do that and move things over faster.