This is the full quote from Andrew Lu's facebook page:
He hasn't heard about TSMC's 7nm+ then. That would be equivalent to Samsung's 6nm.Does Samsung Lead TSMC 10nm Ramp by 3 Months and Cut TSMC’s Mid-Node Advantages on 8/6nm Introductions?
Last week, Samsung announced to have shipped more than 70,000 wafers of its first-generation 10nm LPE (Low Power Early) to date with a steady high yield to meet customer needs. Samsung Electronics has also announced the addition of the 8nm and the 6nm process technologies to its current process roadmap of 10nm and 7nm.
If Samsung is telling us the truth, Samsung is leading ahead of TSMC on 10nm ramp for a quarter (vs. Samsung's lead on 14nm ramp for six months). Thus, the next check point is if Samsung is able to ship its Galaxy S8 globally before end of May 2017.
Also, different from most of the foundries, TSMC often introduced its mid-node technology like 12nm in between of 10/16nm and 22nm in between of 20/28nm to gain its competitiveness on performance and cost. However, if Samsung is also introducing its mid-node like 8nm in between of 7/10nm and 6nm in between of 5/7nm to compete with TSMC's mid-node, this leaves little room for TSMC to gain any technology edge.
Samsung have 8nm, but they don't have 12nm, or 22nm - so overall not very clear that they are ahead.
(BTW. 12nm is not "between 10/16nm", it's a 6T version of 16nm and 22nm is not "between 20 and 28nm". 22nm is a improved version of 28nm)