Recent reports indicate the U.S. Commerce Department is advocating to broaden the equity-for-subsidy mechanism embedded in the CHIPS Act beyond Intel to major foundries and memory makers, including Micron, TSMC, and Samsung. Discussions reportedly include the possibility of a minority government stake in Intel and the renegotiation of prior grants — a move that could bolster U.S. leverage over the AI supply chain while raising governance and fiscal sustainability considerations.
In crypto markets, ETH has established bids near the 4.10K–4.15K corridor with secondary support around 3.90K–4.00K. Analysts note that confirmation of an expanded policy would likely lift AI-related capex and broaden risk appetite; conversely, delays may increase volatility. Investors should monitor policy progress, tech-sector liquidity flows, avoid chasing short-term liquidations, and allocate ETH as a mid-to-long-term exposure while managing risk budgets.