微軟、AWS、谷歌：計劃將大部分生產遷出中國！

自主可控新事

10/17

去中國化。出品丨自主可控新鮮事本文內容來源於雲頭條正文共523，建議閱讀時間2分鐘微軟、AWS 和谷歌計劃在 2026 年前將生產和關鍵零部件遷出中國。據《日經亞洲》雜誌報道，微軟準備最早從 2026 年開始，將其大部分新產品（包括 Surface 筆記本電腦和數據中心服務器）的生產遷至中國境外。該公司已要求多家供應商探究在中國境外不僅生產最終產品，還生產關鍵零部件和組件的方案。亞馬遜AWS 也在...

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數據中心服務器而言。該公司甚至在評估能否減少對中國長期供應商（比如 PCB 製造商）的依賴，不過由於這些合作伙伴擁有長期合作關係和高質量生產，因此取代它們困難重重。AWS 的戰略凸顯了在組件層面轉移供應鏈的難度。谷歌已要求其供應商提高在泰國的服務器產能，一些組裝商甚至通過新建工廠將產能翻倍。這家科技巨頭正在打造這樣一個生態系統：供應商可以在泰國處理從零部件到組裝的所有環節，為谷歌的服務器基礎設施提供中國之外的其他選擇。轉移組裝相對簡單，但轉移光纖、電纜和 PCB 之類的具體組件要困難得多。一些組件在中國生產依然更便宜、更容易，這使得轉移變得很複雜。儘管過去美國付出諸多努力，並加徵關税，但這是該國頂尖科技公司首次謀求如此大範圍的供應鏈轉移，包括成品和關鍵零部件。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}