Over at SemiWiki this guy has this 22 ULP announcements as his number one highlight from the TSMC Symposium. Also, he said that TSMC inserted a comparison slide to 22 FD-SOI. He said the Ion and Ioff currents are right on top of each other.
If the new TSMC 22 ULP is close to 22 FD-SOI in power it will win. SOI wafers are more expensive than normal wafers. They require a bunch of extra processing steps to make them.
The news comes the same day NXP announced it will use FD-SOI for multiple future processors. So far, a total of just 10,000 FD-SOI wafers/month are shipping from all fabs including Globalfoundries and STMicroelectronics, said Sam Wang, a chip analyst for Gartner.
I take this to mean all FD-SOI wafers worldwide coming out of Soitec including the GloFo 22.