分析：美国芯片产能转向或将间接压缩加密矿机供应能力

Odaily Odaily reported that KobeissiLetter analysis shows that Intel's stock price rose about 9% in a single day after Trump announced that the United States will design and manufacture chips domestically. This development represents a policy-level positive for the entire semiconductor industry, with the market expecting continued support for domestic wafer manufacturing and advanced process investment.

However, from the perspective of the crypto market, if U.S. chip production capacity shifts more toward consumer electronics and national defense, it could indirectly compress the supply capacity of ASIC mining machines, potentially impacting the mining hardware cycle. Therefore, Intel's capacity dynamics are also regarded as a "substantial reassessment signal" for the Bitcoin and crypto mining market.