Is there any info that would suggest that they moved to GF for their GPU's?
They signed a huge wafer contract (~$1B) with GloFo recently as per their conference call. There's no way they can meet their contractual demands if they kept on using TSMC.
Also, GloFo presentation already claimed they are making the first 2.5D stacking HBM massive GPU.
GloFo's node is advertised & publicly presented as offering higher performance and reduced power leakage.
As said, R290X + 10% perf at ~200W is nothing to scoff at, if its priced at a reasonable ~$399, which puts the Grenada Pro at ~R290X performance, would make a great deal at ~$299. If both have 8GB vram, it would offer a nice selling point against 970/980.
There's only one thing wrong with the R290/X, huge power usage gap compared to its competitors. Once that's resolved, its a very competitive product. GCN is a very strong uarch as shown with how it has matured and in recent titles its keeping up with 970/980. A little bump in perf and a big reduction in power, its a winner.