they are but victims of someone's decision to employ heterogeneous CuCo stack
I've suspected for more than a year already that someone high up at Intel is, in plain English, busy being a moron. This is clearly shown in the apparent 'dispute' that Micron and Intel have on the memory side on charge trap vs floating gate NAND, and someone at Intel is immovable on the subject to the extent that Micron severed the partnership to save themselves from Intel's moronicity [sic].
The first clue I got to this behaviour is in the language Intel started using regarding yields. They would repeatedly offer an explanation of "we need xx% on aspect yy of EUV before we will use it". The problem with such statements are that they reflect poor underlying engineering practice inherently. Engineers should never say, "when the performance reaches xx level then it will be ready to use and ONLY then". Instead, the language should be that "given parameters r,t,u, we estimate level xx to be the required performance for cost effective implementation". That statement indicates that the engineer knows his job - optimise the performance at a given cost level. Not "block an implementation because it doesn't reach my preconceived idea of good enough".
To respond specifically to the 10nm concerns, I see two major mistakes Intel made: 1) Not using their ASML partnership to get ahead of the EUV wave. 2) chasing the rabbit down the hole of IPC via power-hungry high-frequency cores to the neglect of pretty much all else.
The two work together to create their current problem. I should also state that saying "we don't have a suitable pellicle for EUV" I consider a non-engineering statement. Asml has repeatedly said "YOU DONT NEED A PELLICLE" but, especially for Intel, they refuse to listen. I know that Asml is developing a super-clean machine to try and force the industry to open their eyes and at least EXPLORE the possiblility of going pellicle-less.
Either way, the Cobalt issue then comes down to a max-frequency (timing) problem. I think 10nm just can't do 5 GHz, but Intel is unwilling to drop their turbo boost to say 4 GHz (3 GHz for laptop chips) because it would undermine their decades-long IPC rabbit-chasing endeavour. This also explains why TSMC and Samsung appear not to have 7nm problems like Intel does. The foundaries rarely go beyond 3 GHz, and GloFlo appears to have enlarged channels to do 4.5 GHz (perhaps). The reliability thing could be part of it, but, even if resolved, hits up against the laws of physics with IR drop and 4+GHz operation.
In conclusion, I would not want to work for Intel right now because it seems someone with years of experience is pulling rank and forcing (incorrect) decisions on younger engineers. Those decisions are coming back to haunt intel and I hope the offending person/persons gets booted soon. Virtually all scientists go from advocating visionary change to gatekeeping legacy decisions as they age. This is a vital change in role for a well-functioning society when in balance. Unfortunately, Intel appears to be leaning to gatekeeping far too much lately.