According to an analysis by KobeissiLetter (Svmuu News), Intel’s stock price rose by approximately 9% in a single day following the announcement at Donald Trump that the U.S. would design and manufacture chips domestically. This development represents a policy-level positive for the entire semiconductor industry, and the market expects that investments in domestic wafer manufacturing and advanced processes will continue to receive support. However, for the crypto market, if U.S. chip production capacity shifts more toward consumer electronics and defense sectors, it could indirectly constrain the supply of ASIC mining rigs, thereby potentially impacting the mining hardware cycle. Consequently, production capacity trends at Intel are also viewed as a “significant re-evaluation signal” for Bitcoin and the crypto mining market.