Chinese Bitcoin mining rig manufacturers such as Bitmain are steadily pumping more energies and resources into plans to build manufacturing facilities on American soil. The motivation for this strategic pivot is the 30% tariff on mining rigs manufactured in China and subsequently exported to the U.S. It seeks to avoid increasing trade tariffs and to improve supply chain resilience.

Bitmain, the world’s largest maker of mining rigs, has already begun the hunt for new locations, with representatives visiting Texas and Nevada. This shift is representative of the increasing necessity to produce goods at the local level to reduce the damage caused by harmful international trade policies.

The escalating global hash rate, which is nearing 1,000 EH/s, is intensifying competition for the latest Application-Specific Integrated Circuits (ASICs). This has made the post-factory-shift world even more prosperous grounds for manufacturers searching for cheaper, shinier production homes.

Setting up U.S. manufacturing facilities requires a large initial investment. The long-term benefits, which include lowering tariff burdens and improving control over the supply chain, are significant. Many companies have already started laying the groundwork for long-term success to take advantage of these opportunities.

For its part, CleanSpark is aiming for low-cost power to increase its efficiency. In addition, the company is investing in modular infrastructure to lower lead times and reduce import costs. The company expects to provide year-end annualized hash rate guidance of 32 EH/s.

Easily the third biggest player behind BYD and CATL, Canaan is seeking strategic partnerships with U.S. companies to speed its own manufacturing footprint. By working with local partners, Canaan hopes to speed up the process of setting up production capacity within the U.S.

MARA recently announced a record-breaking Q1 2025 and positive fleet upgrades have accelerated efficiency gains to 23 joules per terahash (J/TH). Given the growing market competitiveness across all modes, these efficiency improvements are essential for continuing to be profitable.

"Access to efficient, reliable hardware is the backbone of our growth strategy." - Fred Thiel, MARA's CEO

Bitdeer recently increased its hash rate to an astonishing 11 EH/s. The company’s second priority is on locking in hardware pipelines to maintain a strong line of uptime and maximize profitability. The business considers stable access to high-performance mining rigs to be key to its operational success.

The U.S. currently leads the world in hash rate, accounting for more than 35%. This ranking renders it one of the most important markets for Bitcoin mining facilities. By establishing local manufacturing, Chinese firms aim to better serve this key market and reduce their reliance on international shipping and trade.

Should tariffs continue to ramp up, Bitcoin mining investment dollars will likely gravitate to hordes of capital-friendly jurisdictions with open fists and greater energy industrial ambitions. Brazil, with its renewable energy mix and regulatory friendly disposition, is quickly becoming the center of attention as an alternative hub.

As such, Canada has become a go-to jurisdiction for miners wishing to evade inflationary OPEX pressures. Its clean, renewable hydroelectric power and naturally cooler climate create the perfect environment. These aspects can dramatically lower energy costs, far and away the largest share of mining costs.

Greater localized production would help firm up hardware costs and mitigate supply chain hassles, things that firms like MARA and Riot are increasingly vulnerable to already. By sourcing equipment in the United States, these companies can avoid interruptions driven by global trade conflicts or supply chain complications.