If its purely driven by supply from TSMC then thats a different matter, if its just Nvidia chancing their arm, refreshing Pascal onto a smaller node at Samsung to tide them over til Volta, then you gotta say bravo to Nvidia for being able to pull off such a move, and then look at why AMD has not been able to compete...
The way i see it is Nvidia have a free reign on the GPU market currently and are intent on rinsing as much as they can out of the Pascal Architechture to carry them over til they absolutely have to release something newer, its perfect business sense, why rush something newer out the door when your competitors cannot compete? you rehash what you already have, slap a shiney badge on it and tell everyone how wonderful it is and reap the rewards, much like they Pascal being pretty much a shrink of Maxwell...
Hell we all know AMD and Nvidia like a refresh, you only need to look at Hawaii for the truth in that lol