Intel’s partnership with TSMC has strengthened since it began in 2019, with about 30% of Intel’s products now outsourced. Lip-Bu Tan’s appointment as CEO hints at further collaboration with TSMC. As Intel prepares for earnings calls and strategic events, the emphasis will be on future directions amidst broader geopolitical influences, including Trump’s focus on US manufacturing. Tan’s leadership might explore a strategic spin-off while navigating Intel’s foundry challenges.