Overview
- Microsoft has asked suppliers to prepare out‑of‑China production for Surface devices and data‑center servers starting as early as 2026, according to Nikkei Asia.
- The company is targeting about 80% of the server bill of materials to be sourced outside China, supplier executives told reporters.
- AWS has evaluated buying fewer printed circuit boards from longtime Chinese supplier SYE for AI data‑center servers.
- Google is pressing partners to expand server manufacturing in Thailand, securing multiple suppliers for parts, components, and assembly.
- Supplier sources say moving assembly is manageable but component‑level shifts on a 2026 timetable are very challenging, and Microsoft has already relocated portions of server production.