Firms flee China for the U.S. as Bitcoin mining equipment tariffs bite harder in 2025

China’s “Big Three” bitcoin mining hardware manufacturers—Bitmain, Canaan, and MicroBT—are relocating assembly lines to the US. The move, confirmed by Reuters, directly counters President Trump’s escalating bitcoin mining equipment tariffs, which have surged to 35% on Chinese imports since May 2025.

“These aren’t temporary adjustments—they’re supply chain revolutions,” said Guang Yang, CTO of Conflux Network.

With the trio controlling 99% of global ASIC production, their exodus could permanently tilt bitcoin mining’s balance of power toward the US.

US emerges as ground zero for mining hardware production

The manufacturers plan facilities in Texas and Wyoming, leveraging cheap energy and bipartisan political support. Analysts note the relocation slashes logistics costs by 40% for US miners, who currently contribute 75% of the global hashrate.

Bitcoin mining equipment tariffs forced the pivot, but the payoff is twofold: faster hardware delivery and tariff-free access to the world’s largest mining market.

“This isn’t just tax avoidance—it’s a total supply chain overhaul,” a Bitmain insider told journalists.

Trump’s tariffs accelerate US mining dominance

The Cambridge Centre for Alternative Finance confirms the US already hosts 38% of global mining operations. With local production of ASICs—the specialized chips powering bitcoin mining—the nation could capture 90% of the sector by 2026.

“Bullish for US miners,” tweeted Wall Street analyst Lyn Alden, noting that bitcoin mining equipment tariffs inadvertently strengthened America’s grip on the industry. The timing is critical: April’s halving slashed block rewards, making efficiency non-negotiable.

Mining giants bet big on American infrastructure

MicroBT’s new Austin facility will produce 100,000 rigs monthly by Q1 2026, while Bitmain secured tax incentives for a Wyoming plant. The moves come as bitcoin’s hashrate hits record highs, squeezing smaller miners.

Ironically, Trump’s bitcoin mining equipment tariffs—designed to pressure China—have turbocharged US competitiveness. “We’re witnessing the birth of a vertically integrated mining ecosystem,” said Marathon Digital CEO Fred Thiel.

Global supply chains face irreversible disruption

Prior to the exodus, US miners faced 6-month delays for Chinese-made rigs. Now, domestic production could shrink that to weeks. The shift also weakens China’s role in crypto infrastructure—a strategic win for Washington amid ongoing tech cold wars.

As bitcoin mining equipment tariffs reshape the industry, one truth is clear: the US isn’t just hosting miners anymore; it’s becoming the factory floor for the entire bitcoin network.