ManufacturingTrade

Tech Giants Microsoft and Micron Accelerate Supply Chain Diversification From China

Major technology companies are accelerating their departure from Chinese manufacturing amid ongoing trade tensions. Microsoft aims to relocate up to 80% of server production outside China by 2026, while Micron Technology is exiting the country’s server chip business entirely following government restrictions.

Supply Chain Shift Accelerates

Technology giants Microsoft and Micron Technology are significantly reducing their manufacturing footprint in China amid ongoing trade tensions and geopolitical considerations, according to multiple industry reports. The moves represent one of the most substantial supply chain diversification efforts by U.S. technology companies to date.

AIEnergy

UK’s AI Expansion Faces Power Grid Constraints as Renewable Transition Lags

The UK’s ambitious AI growth plans are hitting energy infrastructure limitations, with datacenter construction outpacing power capacity. Energy Secretary Ed Miliband’s renewable vision faces implementation challenges amid rising consumer costs and grid constraints.

Britain’s Power Grid Strain

The United Kingdom’s artificial intelligence ambitions are reportedly colliding with electricity infrastructure limitations as datacenter construction accelerates faster than power generation capacity can expand. According to reports from industry analysts and government statements, the nation faces critical questions about how to supply sufficient energy for rapidly expanding AI facilities without causing blackouts or further inflating consumer bills.

BusinessTrade

Microsoft Joins Growing Tech Exodus from Chinese Manufacturing Amid Trade Tensions

Microsoft has asked suppliers to prepare “out of China” production for Surface laptops and servers, sources indicate. The move comes as Trump threatens 100% tariffs and China tightens rare earth controls, creating compounding pressure on Big Tech’s supply chains.

Microsoft’s Manufacturing Shift Accelerates

Microsoft has reportedly become the latest Big Tech giant to begin decoupling its manufacturing operations from China, according to sources briefed on the matter who spoke to Nikkei Asia. The company has asked multiple suppliers to prepare “out of China” production for its Surface laptop computers and data center servers, with plans to manufacture components and assemble products outside China starting as early as 2026.