[Analysis: U.S. Chip Production Shift May Indirectly Reduce Crypto Mining Machine Supply Capacity] Odaily Planet Daily reports that Kobeissi Letter analyzed Intel's stock price, which rose approximately 9% in a single day after Trump announced that the U.S. would design and manufacture chips domestically. This development constitutes a policy-level benefit for the entire semiconductor industry, with market expectations that domestic wafer manufacturing and advanced process investments in the U.S. 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 may indirectly reduce the supply capacity of ASIC mining machines, potentially impacting the hardware cycle of the mining industry. Therefore, Intel's capacity dynamics are also regarded as a 'substantive revaluation signal' for the Bitcoin and crypto mining markets.