The other thing to remember is 40% from every wafer is going to AMD anyway.
Not sure I know what you mean by that, anyway at the moment theres really no choice, the same core back on 55nm with better wafer yields would end up being not far off the GTX280 in size, and we know Nvidia couldn't produce them cheaply enough to make a decent profit selling them significantly under £200, so it wouldn't really make much of a difference.
They are all basically stuck with TSMC until they get the next process out and I would think Nvidia and AMD are both hoping its a decent process with far less issues, which looks set to be 28nm and next year, hopefully earlier rather than later.
I think we might be able to skip 32nm because, largely, TSMC have been late by 6-12 months on the last 3 processes really, so basically they've slipped way behind the process curve they should be on. 32nm really could/should have been done a while ago, I think also they likely don't have HKMG ready for 32nm because they hoped to introduce it at 28nm, but leakage has become such a problem in the meantime that 32nm without it will be even more useless than their 40nm.
AMD also are a little behind on process's, but now being run by the almost limitlessly funded Global Foundries for production, can afford to rekit their fabs as quickly as possible, which is also likely to let them just bypass the 32nm process for bulk stuff.
I've been saying for some time now Global is the best thing that can happen for Nvidia and AMD for gpu's. TSMC has for FAR too long been completely unopposed in the market, they could screw up hugely(as they did with 2 months last production and 6 weeks of worthless silicon) and both companies still have no choice but to stay with them. Having a viable alternative means some competition in price for production aswell as TSMC having to invest far more heavily in new process's. Being late will cost them millions, maybe hundreds of millions in lost contracts. Before Global being late just meant being late, spending half in R&D and having a bad process 6 months late didn't cost them any business, because there just wasn't an alternative at all.
Even if Nvidia don't go to Global, they'll benefit from TSMC actually trying to compete. TSMC almost doubled their R&D spending for last year after it became clear GLobal weren't far away from taking orders for parts. Unfortunately R&D spending really only improves the next process, or even the one after it(or even the one after that), that spending won't improve teh 40nm process but 28/22nm in the future should be far less problematic as TSMC try a lot harder.