Very well said. Samsung isn't the focused corporation we are used to see in the West, but more an old-style conglomerate. The US company that more resembles Samsung is GE.
Samsung among other things has presence in aerospace, insurance services, biopharmaceuticals, shipbuilding, electronics, domestic appliances, and a lot more. Within such large companies when BoD decides to do something the company brings a level of resource allocations that competitors simply cannot match in the long term, but the problem of such companies is exactly deciding what to do.
Intel has only one market to put their money or give them back to shareholders, Samsung doesn't. They must pick a few winners of all business opportunities they have within, which means intense fight for resources inside the company, and sometimes an interesting opportunity for a competitor isn't for Samsung, as they have more profitable alternatives on their reach.
They are patitent too. They started selling monochrome TVs on the 60's until getting enough experience and cash and then steadily rose to world proeminence. Same with ships, same, with cellphones... But it isn't always a winning streak. They sold their HDD operation, and they also had to sell their automotive company.
I think if Samsung deems necessary to engage Intel in a CPU war, I think they will do that through ARM and their own developed technology. It's more their style.