The above two rumors both claim to have insider information. Then what is true? We got some clarity on Intel’s 10nm strategy and product line up in its third-quarter earnings. While giving an update on the 10nm progress, Intel CEO Bob Swan said that its Oregon, Israel fabrication facility has started volume production on the 10nm node. Its Arizona facility will start 10nm production soon.

Which products is Intel manufacturing on the 10nm node? Bob Swan said that apart from Ice Lake processors, Intel shipped its first 10nm Agilex FPGA (field-programmable gate array) in the third quarter. In 2020, Intel will expand its 10-nm portfolio to include AI (artificial intelligence) Inference Accelerator, 5G (fifth-generation) base station system-on-chip, discrete GPU (graphics processing unit), and Xeon CPUs for server storage and network.

Bob Swan made no mention of a desktop CPU. This gives some weight to the first rumor that Intel might skip desktop CPUs in its 10nm portfolio. But again, this should be treated with a grain of salt. He didn’t explicitly say that desktop CPUs were not on the 10nm list.