Analysis: U.S. chip production capacity may shift to consumer electronics and defense, which could indirectly reduce the supply capacity for crypto mining machines

Odaily reported that KobeissiLetter's analysis pointed out that Intel's stock price rose by about 9% in a single day after Trump announced that chips would be jointly designed and manufactured domestically in the United States. This development constitutes a policy-level benefit for the entire semiconductor industry, and the market anticipates that investments in domestic 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 toward consumer electronics and defense-related orders, it could indirectly reduce ASIC mining rig supply, potentially impacting the mining hardware cycle. Therefore, Intel's production capacity trends are viewed as a “substantive signal for reassessment” for Bitcoin and the crypto mining market.