Intel's stock surged 9% following Trump's announcement of U.S.-based chip co-design and manufacturing, signaling a positive shift for the semiconductor industry. This policy move is expected to bolster domestic wafer fabrication and advanced process investments. However, the potential redirection of U.S. chip capacity towards consumer electronics and defense could indirectly limit the supply of ASIC miners, affecting the crypto mining hardware market. Intel's capacity changes are seen as a significant indicator for the Bitcoin and crypto mining sectors.