>>> Of course, YMTC's loss is Samsung Electronics' gain, with chips expected to begin to flow starting in 2023, likely ahead of the launch of the iPhone 15 lineup.<<<
This is definitely true. Samsung’s last earnings report had one bright spot, their display division’s performance. Apple’s purchase of Samsung displays for the iPhone 14 was obviously an important part of that performance.
Samsung’s semi division struggled due to supply and demand imbalance. Up to 75 million iPhones needing memory chips will be a very nice assist to that semi division.