After Intel's new CEO, Lip-Bu Tan, took office, the stock price soared. However, the challenges of wafer outsourcing strategy and AI chip competition remain unresolved, and the real challenge has just begun. (Background: TSMC rumored to invite Nvidia, AMD, and Broadcom to jointly operate Intel's wafer fab, forcing Trump to rescue Intel?) (Background: Bloomberg revealed that TSMC wants to acquire Intel's stake in response to Trump's request to operate Intel's wafer fab in the United States) Intel announced on Wednesday that Lip-Bu Tan, a senior figure in the Chinese semiconductor industry, would be the new CEO. Following the announcement, the market responded positively, with Intel's stock price soaring more than 10% in a single day. However, contrary to initial expectations of significant strategy adjustments, it appears from his latest remarks that Intel will continue to drive its Foundry business, which was the reason behind former CEO Krzanich's departure.