According to Compounding Quality, ASML remains a critical player in the semiconductor supply chain, with its advanced lithography machines essential for chip manufacturing. This has direct trading implications, as any disruption or growth in ASML production affects global chip supply, influencing crypto mining hardware availability and costs. Traders should monitor ASML's quarterly results and supply updates, as changes can impact GPU pricing and, ultimately, the profitability of cryptocurrency mining operations. (Source: Compounding Quality via Twitter, May 18, 2025)

According to DeepLearning.AI, the US government has introduced new licensing requirements for Nvidia H20 and AMD MI308 chip shipments to China, significantly restricting China's access to advanced AI hardware. This regulatory change is projected to cost Nvidia and AMD a combined $6.3 billion in potential sales, directly impacting the AI chip supply chain and prompting Chinese companies to seek alternative suppliers or domestic solutions (source: DeepLearning.AI, April 29, 2025). Traders should monitor Nvidia and AMD stock volatility as well as potential shifts in Chinese semiconductor demand and AI hardware supply chains.

According to The White House, TSMC's $100 billion investment is set to revitalize chip manufacturing in America, potentially creating a significant number of high-paying jobs and enhancing national security. This move is expected to bolster the U.S. semiconductor supply chain, which is critical for various technology sectors and could have a stabilizing effect on the market, impacting traders' strategies by potentially reducing volatility in the tech sector.