Hang on, wasn't the story that the CAF bid for Northern stock was competitively priced due to CAF wanting to avoid lay-offs at Zaragoza? If that was indeed the case then building Northern's 195s at Newport would seem unlikely.
I thought that sitation applied to the Mark V carriages for TPE but you might be right. They should have enough work for both sites after winning more orders. The factory is due to open next autumn but there is no announcement on what will be built there. Its possible CAF haven't decided yet.