Interesting! I assumed it was the annual Exynos rag, but I guess I thought wrong. Definitely seems like the onus falls on Qualcomm this time.
The S23 Ultra went Qualcomm-only for the first time. In the year running up, they've been slowly expanding Qualcomm to more markets instead of Exynos.
It seems like they're gradually phasing out Exynos, at least from the higher-end phones -- since they've always struggled to produce an SoC competitive with even Qualcomm, which is already behind the curve compared to Apple.