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As The us pushes to claim technological independence in essential sectors, Chinese components makers are repositioning on their own to remain related.
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Field insiders warn that more scrutiny could extend to mining components suppliers as Component of a broader decoupling in tech infrastructure between The 2 nations.
Bitmain has historically had the higher-hand when negotiating prices with mining consumers, but compressed gain margins subsequent the April 2024 block reward halving – and in rise in import charges in the Trump Administration’s tariff regime – has flipped a seller’s market place right into a customer’s market.
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Bitmain, the biggest mining hardware maker by sales, began US producing in December 2024. Canaan followed in early 2025, launching pilot manufacturing strains in response to risky tariff procedures.
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