Microsoft is reportedly moving new-product manufacturing for Surface laptops and server gear out of China starting in 2026, pushing assembly and even component sourcing to other countries. The aim: reduce exposure to tariffs and geopolitical risk.
- Scope: Components, parts, and assembly for notebooks and servers; server moves began earlier. AWS is said to be making similar shifts.
- Why it matters for builders: Expect SKU/region reshuffles and supplier diversification through 2026—potential knock-ons for lead times and pricing on certain configs.
- Caveat: Moving assembly is easy; component re-sourcing is harder. The 2026 target is ambitious—watch for staged transitions by product line.
Source: Tom’s Hardware (report roundup; cites Nikkei Asia)
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