To make it interesting of a perspective, let’s assume Nintendo delays it from a hypothetical year of 2023 to 2025.
This would mean the Nintendo filed the contracts for the fab in 2020 ish/2021-ish, for a 2023 release and pushed it back two more years till 2025. So now Nintendo is taking up space that other companies would also like to get on, but they already paid upfront. If they delay their products they’re not gonna maintain that spot for two more years, they’re going to be pushed to the back of the line because the other companies collectively would be above what Nintendo would pay as a whole, and Samsung gains nothing by taking one customer who pays one amount versus several customers who pay a much higher amount collectively.
Nintendo is not like Apple who makes up a large chunk of a semiconductor business’ customer, mind you Apple does not go with Samsung, but the point is that Nintendo is insignificant compared to other companies as a whole and in semiconductor it is a lot more competitive to get a spot not only from the semiconductor customers but from the semiconductor companies themselves. On top of this, Nintendo would be for a game console while nvidia does more than just for a game console, they are also in the automotive industry and the AI industry as well as the GPU industry, so if Nintendo takes up spots for two whole years they’re going to take up the space of other nvidia products that collectively can bring in more revenue than what a Nintendo switch does in its lifetime. Potentially.
NVidia is their vendor and Nintendo is their customer, and again this is assuming a 2023 release but it gets delayed to their new projected 2025. If they project 2025 they likely wouldn’t get it until 2026/27 and pay again for what they already paid for but didn’t use.
(And cause some ill will for wasting someone’s time
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