TSMC Arizona Fab Delays Threaten Bitcoin Mining Chip Supply Through 2027

ASML

This event underscores the structural shift toward AI infrastructure spending, which historically has correlated with increased liquidity in tech and speculative assets. However, crypto markets are currently decoupled due to regulatory overhang and high BTC dominance, so the direct spillover may be limited. The real second-order effect is that sustained AI investment could keep interest rates higher for longer if it fuels economic growth, creating a headwind for rate-sensitive assets like crypto.

ASML Holding

ASML raised its sales forecast for the second time this year due to strong AI chip demand.