"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.