Trump's semiconductor tax is set at 100%, what can be earned in the crypto world?

Trump announced a 100% tariff on semiconductors, and Apple unveiled a $100 billion manufacturing plan in the U.S., triggering a chain reaction in AI chips, crypto mining, and AI tokens. (Background: Trump’s 100% semiconductor tariff hits hard, TSMC invests $200 billion to "dodge a bullet," opening with a 5% pump) (Context: What does the SEC's Project Crypto intend to do, and what is Trump trying to stir?) On the 7th, U.S. President Trump imposed a 100% tariff on all imported semiconductor products under the banner of "America First," granting exemptions only to companies that agree to produce in the U.S. The news broke, and Apple immediately announced a $100 billion investment plan in the U.S., collaborating with TSMC and Samsung to establish an end-to-end chip supply chain. The chip supply chain was forced to reorganize; the 100% tariff caused the price of imported chips to double instantly, prompting tech giants to reassess their production locations and move core segments back to the U.S. While localization can reduce geopolitical risks, it also raises component costs in the short term and increases supply uncertainties. Following Apple’s lead, companies like Nvidia and Intel also began evaluating expansion options. The industry generally expects to see a regionally-centered supply chain focused on advanced manufacturing processes within the U.S., while overseas contractors need to quickly adjust strategies to maintain orders. Companies wanting to retain their U.S. market must invest capital, technology, and job opportunities to strengthen U.S. manufacturing depth. This practice of "forcing factory relocation through tariffs" has now become the norm in interactions between Washington and businesses. AI chips are prioritized, while mining rig costs are driven up. The generative AI boom has led to skyrocketing demand for Nvidia GPUs, and the tariffs further inflate already high hardware prices. The supply chain prioritizes capacity for AI chips, squeezing the supply of ASIC mining rigs and peripheral components. Mining rig manufacturing leader Bitmain only recently announced plans to set up factories in the U.S. to effectively avoid the semiconductor tariffs. What can crypto world enthusiasts focus on? The semiconductor tariffs may seem aimed at the manufacturing industry, but they are also reshaping the narrative in the crypto world, with computing power becoming the core bridge connecting traditional tech stocks and digital assets. Analysts from the Bitunix research team remind us that crypto assets related to AI training, decentralized computing power, and data processing may become the focus of capital chasing in the short term. However, fluctuations in U.S. tech stocks and changes in policy details will amplify price volatility, so caution is advised. *This article is not investment advice; please conduct your own research before making decisions. Related reports [Self-reported] An American working at TSMC's U.S. factory for 4 years: Living like a dog, daily life filled with discrimination, harassment, and endless overtime.. TSMC partners with Marvell to create a "dual" plan, "2nm + silicon photonics" project to capture global market share of ASIC chips. 〈What can the crypto circle earn from Trump’s 100% semiconductor tax?〉 This article was first published in BlockTempo, the most influential blockchain news media.