I'll take a shot and let someone who knows far more correct me.
TSMC is obviously the worlds largest foundry and is ahead of everyone in designing and building ever smaller "chips". Their research and design is state of the art. If TSMC found that their lead in performance was being compromised by others using a, baked on photonics plastic, ie Perkinamine. One would think they would have to consider taking advantage of the same product to enhance their chips.
One growing problem with any Taiwanese company is the current aggressive nature of an increasingly militant mainland China's military. There is strong reason to believe that at some point, all the technology in Taiwan my be in China's control.
Samsung makes chips for their own retail products but also builds them for AI and data centers If Perkinamine or any other breakthrough technology made the competition surpass their performance so that they weren't able to compete with the speed and cooling advantages, they would obviously have to adapt to be competitive. LWLG is in a great spot.
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