I have a feeling that one or both are switching to GF for 20nm because (as far as i understand it) GF hold a GDDR stacking production licence.
I don't know if TSMC have acquired one of thier own but they have also upset AMD and Nvidia by jacking the price of 20nm right up and then give priority to Apple.
Perhaps TSMC have made some changes to win them back? there was defiantly talk of switching to GF.
While in real terms TSMC did jack up the prices, they only did so because price to produce has increased. It's all estimations but, a wafer takes weeks to go through a fab from start to finish, double patterning is being introduced by Intel and TSMC for this next round of processes(14nm for Intel but with 64nm metal pitch, 20-16nm for TSMC/GloFo, also 64nm metal pitch). This will increase the amount of stages, the amount of time to manufacturer. If a fab can process say 50k wafers a month then you double the length of the process, it will now be 50k wafers every two months. AS things get more complex costs increase significantly.
It's happened multiple times before, we pass though(without remembering the stage precisely) say 180nm to 150nm and wafer cost increases dramatically as they need something much more complex, say immersion lithography. SO you switch from 150mm wafers to 225mm wafers. While you get less wafers per month, you can get more chips per wafer. The bigger wafers are used to offset increasing complexity and keep the chip output relatively speaking on track over time.
They were due 450mm for 20nm but it feel behind and got pushed back by everyone in the industry. So 14-10nm(real, not marketing, so sub 64nm metal pitch), I've not read what will happen to costs, 450mm should bring costs down but moving to EUV(assuming it's still the plan) is likely to increase costs. Probably at worst no big increase in costs from 20 to 10nm.
They might be playing with 10nm, in fact should be, by 2016 but they were playing with 20nm production in early 2013 iirc. Tape outs are taking longer, ramps are taking longer, cost are increasing for a tape out, doubt we'd see a 10nm gpu before 2017. 20nm gpus in 2015, 16nm gpus in 2016, 10nm in late 2017/2018 maybe?