They did mention the tariffs, but said it could either help Intel or not because if their competitors had to pay the tariff but Intel didn't (Intel has fabs in US) then it gives them an edge. But TSMC has a fab in the US too, so it might not matter. In fact, it might hurt Intel.

Regardless Intel has other problems beyond tariffs, according to the video.

Edit: Originally poorly written. Now it's slightly less poorly written.