I've said this before. It's Apple's internal politics. There is a huge group inside Apple entrenched in ARMH architecture. It's religion to them. Cook doesn't have what it takes to say no to them. He's waiting for TSMC to fail. Then he'll have a good justification to fire or reassign them. This won't take long. Few months? 6 months.
There is a huge group inside Apple entrenched in ARMH architecture.
I think you're correct and as Fanboy once mentioned Cook walks the walk of least resistance.
Keep in mind that Samsung Austin is staffed with US engineers and Apple probably has a very good working relationship regardless of all the Samsung headquarter woes.