In a strategic move that could overturn the global landscape of Bitcoin mining,
the three leading Chinese manufacturers of crypto mining equipment — Bitmain,
Canaan and MicroBT are moving part of their production to the United States.
The reason behind this move is avoiding customs duties up to 55 %, imposed by the administration of
Donald Trump on tech products imported from China.
The core of computing power is moving to a new continent
These three companies control over 90 % of the global market for ASIC devices
(Application-Specific Integrated Circuits), which are the primary component in Bitcoin mining.
In response to the new tariffs on Chinese hardware, companies are taking the following
actions:
• Creation of production lines in the USA
• Construction of local distribution centers
• Conclusion of partnerships with existing data centers
The goal is clear: to continue supplying American miners without increasing the final
the price of equipment that already has high demand and a high price.
An advantage for American miners?
Yes — but with caveats.
Positive effects:
• Reduction of customs costs, which can make the equipment more
affordable
• Faster and easier delivery within the country
• Possible tax incentives when participating in technology programs
Insecurities:
• Limited volume of the initial production
• Pressure on the local supply chain
• Uncertainty about sustainability of these changes under different political scenariosWhat are the global consequences?
This move represents a subtle but important geopolitical shift:
• China, which until recently dominated both production and mining, can
lost strategic influence.
• USA, already a leader in geographic hash power (in states like Texas and North Dakota),
could solidify its dominance, while also taking control of production.
Conclusion
The decision by Bitmain, Canaan, and MicroBT to manufacture in the USA is more than tactical
reaction to tariffs — this is a sign of a new era in global Bitcoin mining, in which
technological sovereignty and geopolitics are just as important as the hashrate.
For miners, this is a signal:
The future of your farm depends not only on s
