Certainly much I don't understand... but I see folks reporting that Apple looks to be purchasing something like $7 to $8 Billion US dollars worth of electronics from Samsung. This Year. The reference in this article shows Samsung at #10 in Foundary for 2010 at $400 Million, so getting and hanging on to Apple seems like an incredibly wise move on Samsung's part. So TI buys National and makes sideways remarks about Samsung (a huge compeitor); shocking [not]. TI offers $6.5B for National... Samsung could pay that amount with their Apple revenues alone.
If at all Apple chooses TSMC for manufacturing A5 processor then it will be a big blow to Samsung. Seems like samsung ignored other customers because it considered APPLE as its prime customer. I guess this is huge win for UMC, which was struggling at 28nm.