The US became a leader in global Bitcoin mining after China’s crypto ban in the summer of 2021. However, the new tariffs announced on April 2, which are currently suspended, target ASIC devices imported from Southeast Asia. Tax between 10 %and 50 %to the import of these devices may slow down new facility installations.

“The US will still be the greatest source of the global hashrate, but the dominance will decrease,” - Taras Kulyk, Synteq Digital CEO

Although the price of ASIC devices with tariffs increases, this increase is considered as slowing down, not destructive by most experts. Currently, companies operating in the second -hand market fill this gap.

The main threat: AI data centers

ASIC tariffs are only part of the job. Bigger problems:

High Performance Data Centers for Artificial Intelligence (HPC)

Reduction of locations with suitable energy infrastructure for new facilities

The appropriate areas in the US are being closed by major technology companies. AI data centers make competition almost impossible, as they offer much higher profit margin than Bitcoin mining.

“The main theme of the next 2 to 10 years: HPC following the electrons,” - Taras Kulyk

Is production localizing?

Bitmain, Microbt, Canaan, such as ASIC manufacturers, mainly produce in Malaysia, Thailand and China. However, tariffs are forcing these companies to produce in the USA:

Microbt: There is a production facility in Pennsylvania.

Bitmain: In December 2024, he announced a new production line in the USA.

Canaan: Instead of opening his own factory, he is looking for partnership with domestic producers.

“Production is costly in the US but advantageous in terms of proximity to customer and supply chain safety,” - Canaan

Compliance with tariffs and the strategy of the future

With the first announcement of the tariffs, the sector adapted in a short time. The fact that equipment other than ASIC - especially electrical equipment such as transformers - such as transformers - is within the schedule. However, the sector is still preparing for a productivity -oriented transformation, not magnitude.

“New generation devices are at 10 J/TH levels. Most of the existing devices are 30 J/th. This difference determines profitability,” - Jeff Laberge, Bitdeer

Conclusion: Is the Golden Age ending?

The US is still leading in global Bitcoin mining, but the growth rate will decrease. Due to tariffs, AI competition and limited infrastructure, the mining sector may gradually enter the consolidation process. New target: Working with more efficient, less energy -consuming devices.

Tariffs are not an obstacle to this sector. But there will no longer be an old pace of expansion.