One of the reasons the US Government banned the use of Huawei devices in US critical infrastructure was the Chinese government ownership stake in Huawei. And that makes complete sense, you don’t run your critical infrastructure on devices which a major adversary might be able to compromise at the hardware level. By the same argument, I can see many countries being uncomfortable using chips made by Intel, because of the large ownership stake the US Government holds in Intel. It wouldn’t be the first time the US Government has been implicated in hardware hacking for SIGINT. The NSA TAO was outed hacking Cisco routers en route to target organizations.

So ya, gotta expect that some countries will be hesitant to use Intel chips in some places. At the same time, if the US Government has a high level of visibility and control over Intel’s manufacturing and processes, there is a good argument that US critical infrastructure and defense assets will favor Intel chips. So, it may be that Intel ends up trading non-US customers for a greater share of the US Government’s business.