Intel Corp (INTC)

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TSMC is skipping 20nm

TSMC used 20nm for the Apple orders. They didn't skip it.

I think it was however always seen as a transitional step rather than something for the long term. Their 16nm processes will make them lots of money though not as much as if they had been already in production. Their schedule now is their original one, I think they tried to bring the schedule forward for Apple but obviously that didn't work out.

Samsung overtaking TSMC is impressive. The move of Liang Mong-song to Samsung can't have helped TSMC but it takes a lot more than something like that to achieve such an advance. Their fight over 10nm should be interesting, I think TSMC will take the lead again there but really it is all up for grabs.