Or maybe they will launch Win 12 with optional TPM support.
Imho making the OS(es) TPM only cannot be good for their business, many people are still on Win 10 with no intention to switch, since their motheboard does not support TPM and do not want to upgrade PC / waste PCI-E slot on TPM extension.
the “infection protection” relies on you to trust Microsoft that they check everything you want to do to your PC. For computer illiterate users this may be a benefit, but only if MS doesn’t turn evil or negligent or stupid and blocks apps that you need. You can brick a PC from remote with TPM.