Intel CEO Lip-Bu Tan's journey over the past months is quite the turnaround story. Not too long ago, he faced public pressure from Trump calling for his resignation. Fast forward a bit, and Intel has now secured a substantial government investment package worth billions of dollars—complete with a 10% equity stake in the company.

It's a striking shift in narrative. The move reflects broader government interest in strengthening domestic semiconductor manufacturing capabilities. For tech investors and policy watchers, this kind of capital injection signals confidence in long-term strategic positioning, even as the industry navigates intense competition globally.

The contrast between facing resignation calls and landing major government backing highlights how quickly market sentiment and policy priorities can shift. Whether this translates into sustained recovery for Intel remains to be seen, but the investment does underscore the stakes governments are placing on tech infrastructure.