Bitunix Analyst: US Expands "Stocks for Boosters" to TSMC or Samsung; ETH Key Support at 4100 to 4150 for Rebound

August 20th: According to insiders, the U.S. Commerce Secretary Raimondo is advocating for a government stake in exchange for subsidies under the "Chip Act". The scope may potentially expand from Intel to Micron, TSMC, and Samsung. The White House has confirmed that it is collaborating with Intel on a 10% government stake deal, and some existing subsidies may be renegotiated. This move is likely to enhance the U.S.'s discourse power in the AI supply chain but has also triggered governance and fiscal controversies. In the crypto market, there is a notable buying interest around 4100 - 4150 for ETH, with secondary support at 3900 - 4000. Bitunix analyst's recommendation: If the "Stock-for-Subsidy" plan is put into practice, it is expected that AI capital expenditures and risk appetite will rise; conversely, if policy progress is hindered, volatility will increase. It is recommended that investors focus on policy developments and the technological stock funding landscape, and avoid chasing short-term fluctuations in heavily liquidated zones. For ETH, adopt a medium- to long-term strategy with risk budgeting, and focus on monitoring changes in the AI supply chain and U.S. dollar liquidity.