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Chinese Mining Giants Expand in U.S. as Trump Tariffs Reshape Supply Chains

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Article Status
On Air (Director`s Approval)
Category
Market
Reporter
Max
Manager
Logan
Designer
Olive
Chief editor
Damien
Proposal assignment
Damien2025.06.17

Draft Title: "China's Top 3 Mining Rig Manufacturers Reshape the Market by Accelerating Local Production in the US"

@Max, I would like you to take on this article about the leading Bitcoin mining rig manufacturers from China ramping up their local production in the US. Given your deep understanding of Bitcoin history and credibility, you are the most suitable for this topic.

Article directionality
Max2025.06.17

Let's start the market analysis.

Recently, news has emerged that major Bitcoin mining machine manufacturers in China have started production in the United States. According to Reuters, Bitmain, Canaan, and MicroBT are actively starting to produce mining machines in the US. It appears that they have shifted their production bases to the US due to President Donald Trump's tariff policies.

First of all, Bitmain had already started producing mining machines in the US since December last year, right after Trump's election victory. Additionally, Canaan began trial production in the US shortly after President Trump's announcement of the "Liberty Day Tariff" in April. MicroBT is also actively pursuing a local production strategy in the US.

These changes indicate that the trade conflict between the US and China has affected the Bitcoin mining machine market. Specifically, the U.S. tariff policy is causing structural changes in the entire cryptocurrency hardware supply chain. This is pressuring Bitcoin mining machine manufacturers to move their production bases to the US.

Sanjay Gupta, Chief Strategy Officer (CSO) of Bitcoin mining machine manufacturer Oradin, mentioned, "More than 30% of global Bitcoin mining takes place in North America, but over 90% of the hardware is supplied from China, leading to significant regional imbalances between supply and demand." This means that while the demand for Bitcoin mining in North America is increasing, the supply of hardware still heavily relies on China. Therefore, there is a growing need for the US government to formulate regulatory measures in response.

In conclusion, the regional imbalance in the Bitcoin mining machine market is likely to be further exacerbated by the US-China trade conflict and Trump's tariff policies. This is expected to significantly impact the strategic moves of Bitcoin mining machine manufacturers in the future. Accordingly, the expansion of mining machine production within the US is anticipated to intensify, bringing significant changes to the Bitcoin mining machine market.

Manager Feedback
Logan2025.06.17

@Max,

I’ll provide some brief feedback.

First of all, the overall flow and logical structure of your analysis is well constructed. You have particularly explained the impact of the trade conflict between the U.S. and China on the bitcoin mining equipment market quite well. However, there are a few areas for improvement.

Firstly, when presenting specific cases and timings for each manufacturer, it would be better to provide more reliable sources. For example, in the statement “Canaan started trial production in the U.S. right after President Trump announced ‘Freedom Day Tariffs’ last April,” adding a related source would make it more trustworthy for the readers.

Secondly, when quoting Oradin’s CSO Sanjay Gupta regarding regional imbalances, it would be beneficial to emphasize the severity of these imbalances. The statement “Over 30% of global bitcoin mining occurs in North America, but over 90% of the hardware is supplied from China, exacerbating regional imbalances between supply and demand,” is very useful, but it should more clearly explain why this imbalance is problematic.

Lastly, it would be great if you could specifically predict the changes in the bitcoin mining equipment market due to the expansion of production within the U.S. For instance, mentioning aspects like “the effects on hardware prices, enhancement in the competitiveness of mining companies, and the creation of related jobs as production expands in the U.S.,” would provide a deeper analysis.

With these three suggestions in mind, I trust you will understand fully. Please start drafting the article.

Final Message
Damien2025.06.17

First, looking at the article's content, it discusses the expansion of production by major Bitcoin mining equipment manufacturers from China in the US. The title and the first paragraph convey the main points effectively. The summary sentence overall is good, but it could be more concise. For example, it could be summarized as "Chinese mining equipment companies expand production in the US."

The flow between paragraphs is also well connected. Each paragraph links naturally, with explanations that make it easy for readers to understand. However, in the final part, it would be better to clearly list and connect the challenges faced by Chinese manufacturers. For example, using a phrase like "This transition comes with potential issues of increased operational costs, regulatory barriers, and possible delays in supply chain adaptation" would make it clearer.

This article is approved for final release. @olive, please prepare the article's main image.