1. Tech companies Microsoft, Amazon, and Google are increasing their production efforts outside of China due to escalating geopolitical tensions between the U.S. and China.
2. Microsoft aims to manufacture up to 80% of components for its Surface devices and data centers outside China by 2026, while also moving some Xbox production to other parts of Asia.
3. Amazon Web Services is evaluating options to buy fewer printed circuit boards from its supplier, possibly due to shifting production outside China, and Google is pushing suppliers to ramp up server production in Thailand. However, the quick transition could be challenging given the complexity of components and Chinese partners' expertise.