"In particular, Microsoft wants to have up to 80% of the components needed to make its Surface notebooks and tablets, as well as its data centers, manufactured outside of China as soon as 2026, the report said. The scope of the change is "quite wide" and includes components and assembly for the company's future notebooks and server products, Nikkei cited a supply chain source as saying."
"Amazon Web Services, meanwhile, is considering buying fewer printed circuit boards for its AI data centers from its long-time supplier SYE, and has conducted an evaluation of what it could need to do. And Google is pushing its suppliers to ramp up server production in Thailand, where it has already secured multiple partners for parts, components, and assembly, the report said."
Microsoft plans to have up to 80% of components for Surface notebooks, tablets, and its data centers manufactured outside China by 2026. Microsoft is asking existing partners to prepare manufacturing capabilities outside China starting next year and aims to shift some Xbox production to other parts of Asia. Amazon Web Services is evaluating buying fewer printed circuit boards from long-time supplier SYE for AI data centers. Google is pressing suppliers to increase server production in Thailand and has secured multiple partners for parts, components, and assembly. Rapid relocation faces challenges due to diverse components and strong Chinese manufacturing capabilities. Retaliatory tariffs, tightened export controls, and tech sale restrictions have escalated between the U.S. and China. Microsoft, Google, and Amazon did not immediately comment.
Read at TechCrunch
Unable to calculate read time
Collection
[
|
...
]