Group 1 - Major tech giants Microsoft, Amazon, and Google are intensifying efforts to relocate their product manufacturing and data centers outside of China [1] - Microsoft plans to fully transition production of Surface devices and data center servers outside of China by 2026, requiring suppliers to prepare for this shift [2][5] - Microsoft has been moving a significant portion of its server production overseas since last year, aiming for at least 80% of the bill of materials (BOM) to come from outside China [4] Group 2 - Amazon's AWS is also pursuing a strategy to produce servers and AI data center equipment outside of China, considering reducing reliance on long-term PCB supplier SYE [9][10] - Industry insiders note that completely eliminating Chinese suppliers from AWS's supply chain is unrealistic due to their significant role and advantages in technology, quality, and cost [11][12][16] Group 3 - Google is actively expanding its production base in Southeast Asia, specifically requesting suppliers to increase server production capacity in Thailand, where new facilities are being established [16] - Thailand is emerging as a major server assembly hub, with companies like Quanta and Inventec planning to build SMT production lines, including a $25 million investment by Quanta [19] - Vietnam is becoming a key server production base for Foxconn outside of China, while India is also experiencing significant opportunities with Apple's production expansion, which now accounts for about 20% of Apple's global iPhone output [20][22] Group 4 - Southeast Asian countries are enhancing infrastructure investments and offering tax incentives to attract global tech manufacturing shifts [23]