Nikkei-sourced reports: Microsoft planning to move Surface and server manufacturing out of China starting 2026
October 16, 2025000
- Multiple outlets (citing Nikkei) report Microsoft told suppliers to prepare non-China production for Surface laptops/tablets and data center servers beginning as early as 2026
- Shift reportedly extends beyond final assembly to key parts/components; some server production already moved
- Xbox console manufacturing also reportedly under review for relocation; candidate destinations include Vietnam/India/other Southeast Asia (varies by report)
- Rationale reported: tariffs, export controls, supply-chain resilience, geopolitical risk mitigation; Microsoft did not provide on-record confirmation in the cited reports