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The three giants of Chinese Bitcoin Mining Rigs "Texas Gai Factory" respond to the 30% tariff on the demand for Computing Power in the United States.
Trump's 30% tariff has forced Chinese mining machine manufacturers with ninety percent of the market share to set up production in Texas, and the bitcoin hardware supply chain has been forced to decouple and reorganize, and security and cost shocks have emerged at the same time. (Synopsis: Think Bitcoin consumes electricity? Study: AI power consumption surpasses BTC mining by the end of 2025 at the earliest) (Background added: Pakistan announces 2,000MW of electricity for 'Bitcoin Mining and AI Center' Prime Minister appoints Special Assistant for Blockchain and Cryptocurrencies) Chinese mining machine Sanxiong is moving its production line to Texas, USA, to meet bitcoin mining machine orders in the US market. Since Trump announced a 30% tariff on mining rigs imported from China in April, Bitmain, Canaan, and MicroBT have been in the Texas desert enclosure, aiming to maintain North American customers under the "Made in the USA" label by the end of 2025. This policy raid pushed the hardware production behind bitcoin computing power from the cost issue to the national security level. Tariff pressure drives localization Reuters noted that Bitmain completed its first mass production in December 2024; Canaan, which derives 40% of its revenue from the United States, enters trial production; MicroBT said it was "actively localized". The new 30% tariff means that the import cost of a $5,000 S21 miner is immediately $1,500 more, forcing manufacturers to choose to set up factories in the United States. According to Frost & Sullivan's 2023 data, the three companies hold 95.4% of the global market share; Although the proportion of computing power in North America has exceeded 30%, more than 90% of hardware sources are still made in China. The separation of origin and use makes supply chains vulnerable amid heightened tensions between China and the United States. The GlobeNewswire report estimates that the global mining market could reach $3.3 billion by 2030, increasing the incentive for supply diversification. Security and political wrestling The Brookings Institution study warns that a large number of Chinese-made ASICs connected to the US power grid may become an infrastructure risk, although the industry believes that mining chips have a single function and the threat is overestimated. The U.S. Department of Commerce has previously blacklisted Bitmain-affiliated Sophgo, showing that censorship is not limited to AI. Marathon Digital-backed startup Auradine is lobbying in Washington to limit Chinese hardware and consolidate local supply chains. In the short term, U.S. miners face rising equipment costs. Financialmodelingprep data on the 8th, Marathon Digital reported $14.67, Riot Platforms $9.66, CleanSpark $8.90, Core Scientific $11.89, and the stock price fell by about 6%-10% in the past week, reflecting investors' unease about rising costs. In the long run, if the U.S. succeeds in cultivating local capacity, the Bitcoin ecosystem is expected to have a more decentralized and resilient source of hardware. Trump held aloft the "crypto-friendly" banner with one hand and reshaped the supply chain with tariffs on the other. When Chinese mining machines are re-ignited in the Texas desert, Bitcoin's decentralized spirit is also being forced to redefine on the manufacturing side. Related reports Monero Developer's New Work" privacy chain Tari mainnet online, synchronous opening $XTM mining, how to participate? Michigan proposed 4 crypto bills: pension investment BTC, green mining and tax deductions, and opposition to CBDC with a mouthful of hair, which is becoming a new mining model "China's bitcoin mining machine Sanxiong "Texas build factory" to cope with the demand for US computing power under the 30% tariff" This article was first published in BlockTempo "Dynamic Trend - The Most Influential Blockchain News Media".