Trump's 100% chip tariff impacts U.S. crypto assets mining companies: Mining rig costs surge, and the risk of relocating mining farms overseas intensifies.

President Trump announced a 100% tariff on imported chips, severely damaging U.S. crypto mining companies that rely on Asian-manufactured ASIC Mining Rigs. Mining companies' stock prices fell in response, and the soaring costs of Mining Rigs may force Mining Farms to relocate overseas, raising concerns about changes in the Bitcoin Mining landscape. This article analyzes the impact of the tariff policy on mining companies' profits, Mining Rig deployment, and the global Computing Power distribution.

Market Reaction and Mining Company Stock Price Fall This Wednesday, President Trump announced a 100% tariff on imported chips and semiconductors, exempting only companies that produce domestically in the United States. This move targets major Asian manufacturing countries and is part of his broader strategy for manufacturing reshoring.

"If you manufacture chips abroad, you will have to pay a price," Trump said. The crypto assets mining industry is extremely dependent on ASIC mining rig chips manufactured in Asia. Countries like China, Malaysia, Thailand, and Indonesia dominate global mining rig chip production.

After the announcement of the tariff policy, the stocks of major crypto assets mining companies fell in after-hours trading:

• Marathon Digital Holdings fell 0.13%, trading at $15.87.
• Riot Platforms fell 0.69%, at $11.58.
• Based in Singapore, Bitdeer Technologies fell 0.62% in the US stock market, priced at $12.89.
• CleanSpark Inc. in Nevada fell 0.18%, priced at $10.98.
• HIVE Digital Technologies fell 0.94%, closing at $2.10.
• Hut 8 Mining Corp fell 0.19%, priced at $20.65.

Investors are concerned that high tariffs will significantly erode Mining companies' profit margins, leading to delays in the deployment of new Mining Rigs and rising costs, which may hinder Mining Rig upgrade plans.

Operational Pressure on Mining Enterprises and Risks of Industry Restructuring The new tariff policy has increased the import cost of ASIC Mining Rigs by over 21%. Many domestic mining companies in the United States believe this burden is unsustainable for their operations. Mining pool operator Luxor has warned that this policy may accelerate the process of mining companies relocating overseas.

To cope with high mining rig tariffs, mining companies may relocate their operations to countries with more favorable trade policies. Establishing partnerships with foreign mining rig manufacturers or becoming a strategy to evade high import duties. Such relocation actions may impact the degree of decentralization of the Bitcoin network and the mining economic model.

Currently, the United States holds a leading position in the global Computing Power share of Crypto Assets Mining. However, this policy change may trigger a structural transformation in the Crypto Assets Mining industry. The current total market value of global Crypto Assets is $3.76 trillion.

Industry Observation: The Choices and Future Landscape of American Mining Companies Industry observers are closely watching how mining companies will adapt to the new policies. Trump's protectionist measures may stimulate the growth of domestic chip manufacturing and Mining Rig assembly industries in the U.S., but they may also lead to more Mining operations being outsourced to overseas Mining Farms. The long-term impact of these changes on the digital asset ecosystem, particularly the security of the Bitcoin network and miner earnings, remains uncertain.

[Conclusion] Trump's chip tariff policy casts a shadow over the U.S. crypto assets mining industry, with the soaring costs of Mining Rigs forcing mining companies to make difficult choices between maintaining operations domestically and relocating overseas. The immediate fall in mining company stock prices reflects market concerns over profit compression. Whether the U.S. can maintain its leading position in global Mining Computing Power will depend on the progress of domestic supply chain development and the strategic game of mining companies' globalization layout. The global Bitcoin Mining landscape may face a new round of reshuffling.