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According to TheMinerMag’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.

It's a bit hard to see in the graph, but unlike previous periods, Bitmain is sending parts not fully assembled miners, suggesting they plan to do manufacturing state-side.

this territory is moderated
It's a bit hard to see in the graph, but unlike previous periods, Bitmain is sending parts not fully assembled miners, suggesting they plan to do manufacturing state-side.

one way to sidestep tariffs

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Smart move by Bitmain. Avoiding tariffs and building closer to the action in the U.S. shows they are not just miners they are strategists.