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Neither Micron nor GloFo are trying to keep up with state of the art, though. AFAICT that's limited to TSMC, Samsung, Intel and SMIC.

GloFo simply decided to stay at 14nm because beyond that, manufacturing costs actually increase, not decrease, and everybody wants the best, not second best.

Only one in their class then.

They are now but they weren't always. I don't know much about hardware these days, I gleefully walked away from embedded development over a decade ago, but what I believe is that you don't really want to forecast to hard on any single player too far into the future.