"Gamers Nexus, on the other hand, thinks the issue is more deep rooted and originates from a foundry-level fault."
The GN piece makes it very clear that this claim is not definitely true but is a line of inquiry.
Intel statement does not definitely exclude this hypothesis, the flawed CPU might need the lower voltage to work around the flaw.
The obvious question this article does not address is what will be the performance hit for the patched parts?
That's a bit annoying to see GN so grossly misquoted when Steve spends half the run time of the video explaining that they are not sure of anything at this point.
It's also a lot easier to scam people by keeping them in the dark and denying them RMAs until their warranty runs out after you sold them a broken product. The whole thing smells like stalling until after the AMD launch next week.
He's just really thorough. They have a text-based website too if you prefer that format for reviews, but they don't always have time to make text articles of their investigative pieces and news reports.