While the nerd in me wants to agree with you, aren't all of these just great examples of deeper vertical integration?

When I started in computing most major players had their own CPU's, and over time everything converged on mostly Intel with AMD/ARM in there to mix it up. Now we see companies swinging back to the old days where each will have their own CPU's. To me its a return to vertical integration and exposes all of us to a new era of lock-in.