Overview

• The new tariff schedule took effect at 12:01 a.m. Thursday, imposing a 21.6% duty on ASIC rigs from Southeast Asia and maintaining a 57.6% rate on equipment from China.
• A 100% tariff on imported semiconductors also took effect Thursday, further inflating capital expenditures for U.S. mining operations.
• ASIC procurement costs for U.S. miners have surged by about 21% under the revised duties, according to industry data.
• Shares of public mining firms including Marathon Digital, Riot Platforms and Hut 8 fell after hours on Aug. 6 as investors weighed the impact on margins.
• Manufacturers including MicroBT are exploring U.S. assembly lines, and miners are diverting equipment shipments to Canada and other tariff-free hubs.