程序员的那些事·2025-10-18 01:13Core Viewpoint - Microsoft is planning to relocate the manufacturing of its Surface devices and data center servers out of China, with a target to complete this transition by 2026 [1][3]. Group 1: Microsoft’s Manufacturing Shift - Microsoft is requesting multiple suppliers to assist in the preparation for relocating the production of Surface devices, data center servers, and components out of China [1]. - A supply chain executive indicated that the scope of this transition is extensive, covering new product launches for laptops and servers, with a goal for all manufacturing to be completed outside of China by 2026 [3]. - For server production, Microsoft has begun moving operations out of China, aiming for at least 80% of the materials in the server bill of materials (BOM) to come from outside China [3]. Group 2: Xbox Production - In addition to Surface devices, Microsoft is also pushing to increase non-China production for Xbox gaming consoles, although there are currently no plans to move all Xbox production out of China [3]. Group 3: AWS and Google’s Strategies - AWS is also adopting a strategy to produce sensitive AI data center servers outside of China, considering reducing procurement from long-term PCB supplier, Shengyi Electronics, despite their established production options outside China [3]. - Google is actively asking suppliers to expand server production capabilities in Thailand, with reports of new facilities being established to double production capacity [4]. - Google aims to create an ecosystem where suppliers can handle all aspects from components to assembly in Thailand, providing alternatives to Chinese manufacturing [4].