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Bitunix Analyst: US Expands Stock-for-Subsidy to TSMC or Samsung; ETH Key Support at 4100 to 4150 for Rebound
Summary: According to sources, US Commerce Secretary Raimondo is pushing for government stakes in exchange for subsidies under the 'Chip Act', potentially expanding from Intel to Micron, TSMC, and Samsung; the White House has confirmed negotiations with Intel for a 10% government stake deal, with some established subsidies up for renegotiation. This move may strengthen US ...
According to sources, US Commerce Secretary Raimondo is pushing for government stakes in exchange for subsidies under the 'Chip Act', potentially expanding from Intel to Micron, TSMC, and Samsung; the White House has confirmed negotiations with Intel for a 10% government stake deal, with some established subsidies up for renegotiation. This move may strengthen US influence in the AI supply chain, but has also sparked governance and financial controversies. In the crypto market, there is significant support between 4100 and 4150 for ETH, with secondary support at 3900 to 4000.
Bitunix analysts suggest:
If stock-for-subsidy is implemented, AI capital spending and risk appetite are expected to rise; conversely, if policy progress is hindered, volatility will increase. Investors are advised to focus on policy developments and tech stock liquidity, rather than chasing short-term fluctuations in liquidation zones; for ETH, adopt a medium to long-term strategy and risk budgeting, with a focus on changes in the AI supply chain and USD liquidity.
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Link: Bitunix Analyst: US Expands Stock-for-Subsidy to TSMC or Samsung; ETH Key Support at 4100 to 4150 for Rebound [Copy]
