Bitunix Analyst: Chip tariff exemption news boosts the integration of technology and blockchain, with attention on the support and rotation opportunities of AI sector cryptocurrencies

ChainCatcher News: U.S. President Trump announced a 100% tariff on imported semiconductor products, but promised that companies building factories in the U.S. would be exempt. Tech giants like Apple (AAPL) stand to benefit. Apple and CEO Tim Cook announced a $100 billion U.S. manufacturing investment plan to expand local supply chain arrangements, which the market interprets as Trump's policy of "using tariffs to encourage capital return" being implemented.

In the crypto market, there has been a capital replenishment in AI, computing power, and decentralized supply chain-related cryptocurrencies. Although the overall market is still in consolidation, the themes of AI infrastructure and U.S. manufacturing are receiving significant attention. Bitunix analysts pointed out that this event strengthens the U.S. control over the tech supply chain, benefiting AI and high-performance computing themes.