They're not, because they killed the 10 nm process and changed the production lines to produce 14 nm instead.
The Icelake Client that's coming out is on an entirely different process that Intel is still calling 10 nm.
Too much drama. People seem to forget 14nm+ is much less dense compared to the original 14nm, and the 14nm++ may be even less dense. Yet i see nobody objecting to calling 14nm++ a 14nm process.
Nobody remotely informed was expecting the original 10nm process from Intel anymore, the only question is by how much intel will relax this node. Charlie is just kicking in open doors, and many times uses dubious sources that may be financially motivated. It's his business model.
But if TSMC with zero experience in high frequency transistor design appears to have a process ready early next year that is near Intel's 10nm density figures and also near intel's 14nm++ frequencies, I have trouble imagining Intel won't be able to hit similar densities and frequencies half a year later with both more experience and a much much longer development cycle. Charlie appears to have hinted behind the paywall this relaxed node will perform much better compared to the orginal process, which again is akin to 14nm vs 14nm+.
It's even possible that intel fixed it's quad patterning (yield) issues yet the cobalt interconnects were structurally underperforming. A different process with similar density may be unlikely, but would not conflict with Charlie's report given the reported issues Intel faced with the original process.
History is repeating itself. The delay is way longer and public this time around with the original process unusable but people writing off Intel's ability to deliver a functional 10nm+ node should calm down a bit, there's no need for hysteria.
That said, the most surprising aspect of all this is not so much Intel screwing up plan A but not having a plan B in place when the original 10nm failed. It's even more bizarre they seem to have acted on a contingency plan to bridge the gap to a plan B with regards to production allocation way too late.
I'm hoping Intel will be open about the way they solved their issues next year (or God forbid the year after) but given the spotlight they've found themselves in, I am pretty sure they will, once their first 10nm+ products hit the shelves.