It's still within that circle. Samsung is a great fab, probably the only real contender to TSMC. Samsung is 17% global semiconductor demand vs TSMC at 50%+. Included in that 17% is all of Samsung's demand (Exynos, SSD/storage, memory, etc).

Further agitating the issue, South-Korean SK-Hynix is buying Intel's nand business this year and will likely shift production out of intel's US fabs when it comes time.