Is Intel's rally actually sustainable or is this a geopolitical spike?

$INTC more than doubled in April, best month in their history on the Nasdaq. Apple chip deal news just dropped this week pushing it to 110. The deal makes more sense now than it ever has. Apple's entire chip supply runs through TSMC in Taiwan, one company on one geopolitically sensitive island. Add the Iran war disrupting global shipping, Trump tariffs that can appear with zero warning on any given Tuesday, and suddenly domestic chip manufacturing goes from a nice idea to a necessity. Intel has the US fabs and I don't think the timing is a coincidence. Is this a real supply chain shift or does it fade when geopolitical pressure eases? Edit: Made a video discussing this further on my profile, if interested.