[Analysis: U.S. Chip Production May Shift to Consumer Electronics and Defense, Potentially Indirectly Reducing Crypto Mining Machine Supply Capacity] Odaily Planet Daily reports that Kobeissi Letter's analysis indicates Intel's stock price surged approximately 9% in a single day after Trump announced a joint effort to design and manufacture chips domestically in the U.S. This development presents 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 increasingly shifts toward consumer electronics and defense-related orders, it could indirectly reduce the supply capacity of ASIC mining machines, potentially impacting the hardware cycle of the mining industry. As such, Intel's production capacity dynamics are also regarded as a 'substantive revaluation signal' for the Bitcoin and crypto mining market.