Analysis: US chip production capacity may shift to consumer electronics and defense or will indirectly compress the supply capacity of cryptographic mining machines

Comparing news, KobeisSiletter's analysis indicates that Intel's stock price rose by about 9% in a single day after Trump announced the joint design and manufacture of chips in the US. This development is beneficial to the entire semiconductor industry at the policy level, and the market expects that investment in wafer manufacturing and advanced processes in the US will continue to receive support.

However, for the crypto market, if US chip production capacity shifts more to consumer electronics and defense-related orders, it may indirectly compress ASIC mining machine supply capacity, thereby potentially affecting the mining hardware cycle. Therefore, Intel's production capacity dynamics are also viewed as a “substantial revaluation signal” of the Bitcoin and crypto mining markets.