That's kind of a long distance view of things, based on the fact Samsung sucks and is more vulnerable. I get it.
But, looking closer, NVIDIA has a somewhat rocky relationship with TSMC, and has used Samsung not too long ago, despite being a deficient process node. And have complained pretty publicly about the cost of wafers from TSMC very recently. And announced they are very interested in working with Intel foundries. If NVIDIA moves things to Intel, where are they moving them from? Not Samsung.
I would also not be surprised if Apple did some parts at Intel as well. At least in an exploratory way, to ensure supply and possibly make some less strategic parts there. Qualcomm is already involved with Intel. AMD is safe, but do they actually sell anything anymore
.
So, I think both are going to get hit a bit, if Intel is successful. Intel already doesn't suck like Samsung, their I7 parts are the fastest clocked products in that segment, and have no problems competing with AMD parts on N5. Samsung isn't really competitive at anything, except smack talking.
But, Intel has to be successful with their nodes, and while they have been on high performance nodes, their experience with making a node suitable for lower power/higher density is limited. No doubt they can do it, but can they do it competitively against TSMC? Not an easy bar to reach.
A lot of things can happen, I think it's premature to think TSMC will be largely unaffected. They may be, and Intel may be largely unsuccessful, but there are other scenarios that could play out too.