modules: avoid fetching external repo in TF-M

What is changed?
 - Use the updated TF-M that is compatible with the Zephyr's
   latest Ethos-U driver repo.
 - Change the default behavior of TF-M builds to use Ethos driver
   locally fetched by Zephyr, using west update, instead of
   downloading it from external repo.

Why is this change required?
 - This is to be inline with Zephyr's rules to not fetch code from
   external repo.

Fixes #81656

Signed-off-by: Sudan Landge <sudan.landge@arm.com>