FDSOI is a really interesting technology for low power but doesn't have enough support amoung device manufacturers to be anything more than a niche. I ran through the math in an article posted here: https://www.semiwiki.com/forum/content/3128-soi-future-flop.html I don't see it representing more than 5% of leading edge logic.
450mm is likely pushed out until after 2020 to around 2023.
It has been the general impression that Intel 14 nm would arrive soon while SMIC 28 nm would always be delayed. The surprise is the other way around. It would disturb ("panic") those who have held the former stereotype.
It's not to criticize Intel or praise SMIC. SMIC has no reason to rush 28 nm, but it can only gain by getting there. Intel has lots to lose to not get to 14 nm, but it should be the first to get there; clearly it's more difficult than previous nodes.
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