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This article first appeared in Miner Weekly, BlocksBridge Consulting’s weekly newsletter curating the latest news in bitcoin mining and data analysis from TheEnergyMag. Subscribe to receive in your inbox once a week.
Bitmain, the world’s largest Bitcoin mining rig manufacturer, is stepping up its U.S.-bound shipments of electronic parts as it adapts to shifting trade dynamics and weaker post‑halving demand.
Subscribe to TheEnergyMag's APIs today and leverage monthly miner shipment records, plus a suite of proprietary metrics, to inform your most crucial business decisions. Click here to learn more!According to TheEnergyMag’s monthly shipment records, Bitmain’s subsidiary in China began sending electronic components to its Delaware-based affiliate in June 2025—marking a notable change in logistics behavior. In total, the Chinese unit has shipped at least approximately 187,000 kilograms of electronic parts to the United States since June, a pattern not observed in earlier periods.
This move reflects Bitmain’s strategic shift toward localized assembly and manufacturing within the U.S., likely in anticipation of higher tariffs on Chinese-made products. The Trump administration has proposed escalating import duties on a wide range of Chinese goods, including electronics, which could significantly impact fully assembled mining hardware.
This isn’t Bitmain’s first reconfiguration of its U.S. logistics. As TheEnergyMag previously reported, the company redirected over 50 EH/s worth of unsold Antminer S19XP machines from its Southeast Asian facilities to its Georgia subsidiary since 2023, likely for proprietary mining.
Those units, originally surplus from the bear market, appear to have been later repackaged under the balance sheet of Cango Inc., Bitmain’s newly established mining proxy on the NYSE.
The pivot to shipping components rather than complete units suggests Bitmain is prioritizing domestic manufacturing to mitigate tariff exposure and retain flexibility in a volatile trade environment. Similarly, the U.S manufacuring partner of Bitmain’s major rival MicroBT has continued importing computer parts for assembling WhatsMiner machines since the beginning of the last bear market, according to TheEnergyMag’s data.
Zooming out, Bitmain’s evolving shipping and manufacturing strategies point to broader challenges in the mining hardware sector. Demand for new machines has slowed after Q4, with hashprice and transaction fees stabilizing at low levels. At the same time, geopolitical tensions have made long-term supply chain planning increasingly complex for hardware makers caught between global demand and domestic policy shifts.
Sep 29, 2025
