10月20日消息，据X平台 @TheNavroopSingh 爆料，目前 微软、亚马逊、谷歌三大科技巨头正在加大力度将其产品生产和数据中心转移至中国境外。 微软已要求多家供应商准备在中国以外的地区生产 Surface 设备和数据中心服务器，包括主要部件和组装件，并计划 最早在2026年实现全面转移。 微软自1992年进入中国市场，至今已有33年，目前每年在全球出货约 400万台 Surface 笔记本电脑和平板电脑。 有知情人士透露，由于服务器产品具有高度敏感性， 自去年起 微软 就已将相当部分的服务器生产转移到境外，并要求至少80%的服务器物料清单（BOM）来源于中国以外。 同时，微软还要求合作伙伴自明年起在海外准备生产能力，并推动 Xbox 游戏机的部分生产迁往亚洲其他地区。 一位微软供应商高管表示： " 组装环节外迁相对容易，但若要将生产延伸至核心零部件层面，是彻底且复杂的过程。以2026年为目标，这将是一项挑战。" 图源：南华早报 图片来源：路透社 亚马逊旗下云服务AWS同样在推进服务器及AI数据中心设备的境外生产策略。 据报道， AWS甚至考虑减少对中国长期PCB供应商 SYE 的依赖 ，尽管该公司 ...

Group 1 - The core viewpoint of the news highlights ongoing trade friction uncertainties, particularly regarding U.S. Treasury Secretary's comments on China's rare earth export controls, leading to increased market caution and a significant drop in trading volume [1][4][6] - U.S. Treasury Secretary emphasized the need for U.S. allies to reduce dependency on China and diversify supply chains, indicating a potential extension of tariff suspensions in exchange for China delaying its rare earth export controls [4][6] - Domestic semiconductor suppliers, such as Hengshuo Co., announced a 10% price increase for NOR Flash products due to rising raw material costs, while NAND and DRAM prices have also seen significant increases, with SSD prices rising by 10-20% [7] Group 2 - TSMC reported Q3 revenue of NT$989.92 billion, a 30.3% year-on-year increase, with net profit reaching NT$452.3 billion, marking a record high and a 39.1% increase year-on-year [13] - TSMC's Q4 revenue guidance is between $32.2 billion and $33.4 billion, exceeding market expectations, with a projected gross margin of 59% to 61% [13] - The semiconductor market is experiencing strong demand driven by artificial intelligence, with TSMC expressing increased confidence in this trend [13] Group 3 - Reports indicate that Microsoft is preparing to shift production of Surface devices and data center servers outside of China, which has led to a rise in related stocks, particularly in the Hongmeng ecosystem [9] - The defense sector saw a slight uptick following Indonesia's confirmation of purchasing Chinese J-10 fighter jets [10] - A rumor about the establishment of a polysilicon storage platform was reported, but industry insiders have deemed the information inaccurate [12]