This is extremely optimistic rhetoric, I doubt even the CEO is so positive. Moving factories from Taiwan to the US tends to increase prices, not decrease them. In addition to the lack of adequate labor, employees want to earn more and work less. The only reason for the movement is more of a political issue than one of optimizing the logistics chain.
Given Intel's incredibly long list of consecutive failures, I tend to have serious doubts about its ability to compete with TSMC, it doesn't even make sense in fact if TSMC employees work harder.
To be honest, my hope is that Samsung will get a decent enough process to gain the attention of AMD and Nvidia, and win contracts to manufacture mid-end GPUs and below, perhaps with the pressure that demand for AI chips is putting on. at TSMC this scenario will appear soon.
Nvidia could easily use Samsung right now, and still win. They did last gen with great succes. They still produce 3000 chips at Samsung as we speak. 3000 series still sell, mainly the 3060 and 3070 series. AMD however, would not be able to compete using a subpar proces and forced to use TSMCs best.
Intel pretty much followed their 4 fabs in 5 years roadmap so far. Pat Gelsinger is turning Intel around as fast as possible. Intel regaining CPU marketshare and did for long.
If Intel is able to launch 20A this year, then they only need 18A in 2025 and TSMC will be behind, because they struggle hard with reaching 2nm and will be stuck at 3nm till 2025 probably.
And how thas that help the situation where the cheapest cards (from any vendor) cost more than the most expensive gaming consoles, and on the other hand the most expensive cards for 2000 EUR don't achieve comfortable 60 Hz in some games at 4K, even before turning ray tracing on?
My 4090 can very easily get 60 fps in pretty much any game with raster. In 99% of games breaking 100 fps is easy as well, on maximum settings without RT/PT.
A console is just a locked down piece of hardware using a locked ecosystem that will milk you dry over time. I own a PS5. Nothing impressive about the hardware and you are paying big time for multiplayer, cloud saves, games (sony and ms needs a big cut which adds to the price) and accessories. Most heavy users will probably also need to buy a new console at some point because its dying.
A console will never be a PC. I can play 10.000+ games on PC, mod games, get free games, mod games to my liking, free multiplayer and I could go on.
AMD is not the winner in the console market anyway. Microsoft and Sony are.
I bet Nvidia earned alot more on Switch than AMD earned on PS5 and XSX and Switch 2 is coming soon, featuring Nvidia chip again, with DLSS support this time.