Bitcoin News Today: Bitmain opens first U.S. factory to address trade tensions, tariffs and supply chain delays

Bitmain, the world’s largest producer of Bitcoin mining ASICs, is set to establish its first U.S.-based manufacturing facility, marking a strategic shift in its global operations. The company plans to begin chip production in early 2026, with full-scale manufacturing expected by year-end, according to a report by Bloomberg [1]. The facility, combined with a new headquarters in Texas or Florida slated for late 2025, reflects Bitmain’s effort to address supply chain delays and regulatory challenges while accelerating service for U.S. clients. Irene Gao, Bitmain’s global business chief, emphasized the move would reduce delivery and repair times for American users, while also leveraging what she called the “unique opportunity” of the U.S.’s growing focus on Bitcoin [1].

The decision aligns with broader industry trends as trade tensions between China and the U.S. intensify. Bitmain, along with rivals Canaan and MicroBT—companies that collectively dominate 99% of global Bitcoin ASIC production—have begun shifting manufacturing to the U.S. to mitigate the impact of reciprocal tariffs and capitalize on favorable policy shifts under the Trump administration [1]. A Cambridge University study from April highlighted Bitmain’s dominance, noting it controls 82% of the market, compared to 15% for MicroBT and 2% for Canaan [1]. This relocation effort also addresses recent regulatory hurdles, including a 2024 U.S. customs seizure of thousands of Bitmain ASICs linked to investigations into its supply chain [1].

The U.S. facility is expected to create 250 jobs in its initial phase, with roles focused on manufacturing and facility maintenance. This move comes as U.S. cryptocurrency mining operations face scrutiny over reliance on foreign hardware, particularly regarding energy consumption and environmental concerns. Local production could align with domestic energy grids and regulatory frameworks, potentially easing these criticisms [1]. Bitmain’s expansion may also reshape competitive dynamics, as domestic firms like Marathon Digital and Core Scientific have similarly invested in U.S. manufacturing to meet growing demand [1].

The timing of the announcement coincides with a period of crypto market volatility. Despite Bitcoin’s price fluctuations, institutional interest and regulatory clarity have driven demand for mining infrastructure. Bitmain’s U.S. venture signals confidence in the sector’s long-term viability, particularly as energy-efficient hardware becomes critical. However, the company’s success will hinge on managing production costs and maintaining technological leadership amid rapid industry evolution [1].

By establishing a U.S. foothold, Bitmain aims to reduce exposure to trade restrictions while fostering collaboration with local semiconductor and energy firms. This shift could enhance supply chain resilience and position the U.S. as a hub for advanced mining hardware innovation. The company’s ability to scale production without compromising quality will determine its competitiveness in a market increasingly prioritizing onshore manufacturing [1].

Sources:

[1] "Bitmain to open first US-based ASIC chip factory: Bloomberg," Cointelegraph, https://cointelegraph.com/news/bitmain-plans-first-us-factory-amid-trade-tensions

[2] "Bitmain Plans Its First U.S. Crypto Mining Facility: Bloomberg," CoinDesk, https://www.coindesk.com/business/2025/07/29/bitmain-plans-its-first-u-s-crypto-mining-facility-bloomberg