Bitmain начнет выпуск майнинг-устройств в США. Зачем это лидеру рынка

cryptonews.ruPublished on 2025-02-27Last updated on 2025-07-29

Китайская компания — крупнейший в мире производитель оборудования для добычи криптовалют начнет поставки собранных в Штатах устройств в начале 2026 года

Крупнейший в мире производитель оборудования для майнинга, китайская компания Bitmain Technologies планирует через два месяца запустить свой первый завод в США, пишет Bloomberg. К концу третьего квартала Bitmain намерена официально открыть новую штаб-квартиру и сборочную линию в Техасе или Флориде.

На это решение повлияло предвыборное обещание президента США Дональда Трампа сосредоточить деятельность по добыче биткоинов в Америке. Через месяц после его победы в ноябре 2024 года китайская компания объявила о планах запуска производства в стране. Стремление США к доминированию в биткоин-индустрии представляет собой «уникальную возможность», заявила журналистам директор по глобальному бизнесу Bitmain Ирен Гао.

Компания рассчитывает, что местное производство ускорит доставку и ремонт оборудования для американских клиентов. Затраты на рабочую силу в Штатах выше, но этот шаг все равно имеет коммерческий смысл, особенно в свете неопределенности в отношении торговых пошлин, сказала Гао.

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На первом этапе Bitmain планирует нанять 250 местных сотрудников. Первые поставки ожидаются в начале 2026-го, полномасштабное производство начнется позже в том же году.

Компания Bitmain с 2013 года занимает доминирующее положение на рынке производства оборудования для майнинга. Но ее действующие производственные объекты расположены в Юго-Восточной Азии — регионе, для которого Трамп ввел новые пошлины.

Отмечается, что это подорвало логистику американского бизнеса Bitmain. Поставки из Азии были задержаны таможенной и пограничной службами, а в январе Министерство торговли США внесло в черный список ее дочернюю компанию, занимающуюся искусственным интеллектом, обвинив в «действиях по указке Пекина в целях продвижения Китаем собственного производства передовых чипов».

Среди американских клиентов Bitmain — майнер Hut 8, который совместно с сыновьями Трампа Эриком и Дональдом-младшим создал весной майнинг-компанию American Bitcoin. Ранее, в ноябре 2024 года, Hut 8 объявила о покупке 31 145 машин Bitmain для модернизации своего парка оборудования. После создания American Bitcoin к ней перешло все оборудование, а Hut 8 осталась эксклюзивным оператором системы.

Производственные линии в США открывают и другие крупные производители оборудования для майнинга. Так, компания Canaan открыла пробное производство после того, как Трамп 2 апреля объявил о пошлинах. MicroBT сообщила, что «активно внедряет стратегию локализации в США», чтобы «избежать влияния пошлин». Вместе Bitmain, Canaan и MicroBT занимают более 90% мирового рынка устройств для добычи криптовалют.

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