Bitmain, the world’s largest Bitcoin mining rig manufacturer, is stepping up portable shipments of electronic components to the US to accommodate changing trade dynamics and weak support demand.
This article was first published in Miner Weekly, the weekly newsletter of Blocksbridge Consulting.
According to Theminermag’s Monthly shipping records, a subsidiary of Bitmain in China, began sending electronic components to Delaware-based affiliates in June 2025. In total, Chinese units have shipped at least about 187,000 kilograms of electronic components to the United States since June.
The move reflects Bitmain’s strategic change towards congressional and manufacturing in regions in the United States, in anticipation of increased tariffs on Chinese-made products. The Trump administration has proposed expanding import duties on a wide range of Chinese products, including electronic devices that could have a major impact on fully assembled mining hardware.
This is not Bitmain’s first reconfiguration of US logistics. As Theminermag Previously reported, the company has redirected more than 50 unsold Antminer S19xp machines since 2023, from facilities in Southeast Asia to their Georgia subsidiaries.
Originally surplus from the bear market, these units appear to have been later repackaged under the balance sheet of Cango Inc., Bitmain’s newly established mining proxy in the NYSE.
Pivoting to transport components rather than complete units suggests that Bitmain prioritizes domestic manufacturing to mitigate exposure to tariffs and maintain flexibility in a volatile trade environment. Similarly, Bitmain’s major rival MicroBT US manufacturing partners have continued to import computer parts to assemble WhatsMiner machines since the launch of the last bear market. TheminermagData.
Zooming out, Bitmain’s evolving delivery and manufacturing strategies illustrate a broader challenge in the mining hardware sector. After the fourth quarter, demand for new machines is slower, with hash prising and trading fees being stable at low levels. At the same time, geopolitical tensions have made long-term supply chain planning more complicated for hardware manufacturers, trapped between global demand and changes in domestic policy.
This article comes from Theminermag, an industry publication of cryptocurrency mining, and focuses on the latest news and research on the institutional Bitcoin mining company. The original article can be found here.