One more thought, perhaps the insomnia talking, but consider this:
-Fab8 cost: ~$8B
-Fab14P7 cost: ~$5B
-Austin Fab2 cost: 0; reusing fully depreciated 28nm equipment.
If Samsung is really ramping 14nm in Austin, using 28nm equipment, it will have a TREMENDOUS cost advantage over GF and TSMC. A really decisive advantage.
-Fab8 cost: ~$8B
-Fab14P7 cost: ~$5B
-Austin Fab2 cost: 0; reusing fully depreciated 28nm equipment.
If Samsung is really ramping 14nm in Austin, using 28nm equipment, it will have a TREMENDOUS cost advantage over GF and TSMC. A really decisive advantage.