Guo Ji Jin Rong Bao·2025-08-11 09:41Core Viewpoint - Intel's CEO Lip-Bu Tan is scheduled to meet with President Trump on August 11, following Trump's public criticism of Tan's ties to Chinese companies, which has raised significant attention [2][3]. Group 1: Meeting Context - The meeting comes amid heightened tensions, as Trump has demanded Tan's immediate resignation due to alleged connections with Chinese firms [2][3]. - Tan aims to discuss his personal and professional background and explore potential collaborations between the government and Intel in manufacturing [2]. Group 2: Strategic Focus - Tan intends to emphasize Intel's manufacturing capabilities as a core element of national security to gain Trump's approval [2]. - Under Tan's leadership, Intel plans to continue its strategy of investing $100 billion in U.S. chip manufacturing over the next five years, benefiting from the "CHIPS Act" [5]. Group 3: Internal and External Challenges - Despite the strategic focus, Intel's foundry revenue is primarily driven by internal production, and the company has decided to slow down the construction of a large semiconductor plant in Ohio to align with customer demand [6]. - Tan has faced strategic disagreements with some board members, including Chairman Frank Yeary, and has communicated with Intel employees to clarify the company's position and ensure the government is informed of the facts [6].