The China-U.S. Chip War Has Begun! Will ETH Mining Costs Rise? Let's Get Straight to the Point!
On September 5th, the Foreign Ministry responded that Trump wants to impose heavy taxes on semiconductor companies that haven’t moved their factories to the U.S. How could this not be related to ETH mining costs?
What exactly does Trump want to do with this move?
By imposing these tariffs, he is essentially trying to force the global semiconductor supply chain to move to the U.S. For example, TSMC has built 6 factories in Arizona, and Intel is also expanding production capacity; these companies have already obtained exemptions for “factory construction commitments.”
But think about it, if a 100% tariff is imposed, the cost of an iPhone could jump from $1000 to $3500 directly; who can afford this? In the short term, the stock prices of major Asian manufacturers like TSMC and Samsung will definitely fluctuate, but in the long term, the supply chain will have to be reorganized—Mexico and Vietnam may take over the testing and packaging stages, the EU has invested 43 billion euros for self-rescue, and we in China also need to accelerate domestic substitution.
Why is ETH mining feeling “anxious” about chips?
ETH mining relies on GPU and ASIC chips, and now the global semiconductor supply chain has been turned upside down by tariffs, which directly affects mining costs.
Direct cost increase: If tariffs continue, high-end GPUs like NVIDIA H100 have already seen prices increase by 15% in the U.S. due to tariff expectations, and miners will have to spend 20%-30% more on mining machines.
Supply chain risks: China accounts for 26.4% of the global semiconductor equipment market, but high-end photolithography machines still rely on ASML. If the China-U.S. tech war escalates further, key materials like gallium and germanium could be restricted, affecting wafer fab capacities.
Domestic substitution: Domestic GPUs like Jingjia Micro and Cambricon are accelerating their catch-up, but advanced processes below 3nm still need to wait.
The semiconductor tariff war is not the end; it’s the beginning of a global supply chain reshuffle.
For ETH, short-term cost pressures are unavoidable, but in the long term, technological iterations like ZK-Rollup scaling and ecological expansions like the Base chain developing AI proxy federal reserve banks can offset a lot of negative impacts.
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