They’ve had fab problems for years, in that it cost them a ton on money and much longer than desired to shrink nodes, so they’ve fallen from a leader in fab production to being behind.
Not to mention there’s not much money to be made from fabs, unless your tsmc.
AMD, Qualcomm, Nvidia, Google, Apple, are all huge tech companies that design their own cutting edge chips, and only Samsung is another company that both designs and produces chips.
No he doesn’t have talking points. He just spouts whatever bs gets him the most attention true or not