Analysis: U.S. chip capacity may shift to consumer electronics and defense, indirectly squeezing crypto mining rig supply

CoinFeed June 20 news, according to KobeissiLetter analysis, Intel's stock price rose about 9% in a single day after Trump announced co-designing and manufacturing chips in the U.S. This development is a policy-level positive for the entire semiconductor industry, with market expectations that domestic wafer manufacturing and advanced process investments will continue to receive support. However, for the crypto market, if more U.S. chip capacity shifts to consumer electronics and defense-related orders, it may indirectly squeeze ASIC mining rig supply capacity, thereby having a potential impact on mining hardware cycles. Therefore, Intel's capacity dynamics are also seen as a 'substantive revaluation signal' for the Bitcoin and crypto mining market.