Supermicro rezygnuje z produkcji w Chinach?
To z obawy o bezpieczeństwo - według relacji.

Supermicro – amerykański dostawca płyt głównych do serwerów – może zakończyć produkcję swoich podzespołów w fabrykach w Chinach – wynika z informacji japońskiego serwisu Nikkei. Ruch ma być związany z wątpliwościami dotyczącymi bezpieczeństwa podzespołów. Ponoć klienci w USA, zwłaszcza w administracji, nie chcą pracować na sprzęcie wyposażonym w płyty główne przywiezione z Chin. Obawiają się szpiegostwa – twierdzi Nikkei. Supermicro nie skomentował tych doniesień.
Decyzja korporacji w tej sprawie miała zapaść po zeszłorocznej publikacji Bloomberga, który twierdził, że w chińskich montowniach od 2015 r. dodawano do płyt głównych Supermicro szpiegowskie czipy. Wyposażone w nie serwery działały w centrach danych Apple'a, Amazona i Facebooka. Za całą akcją miał stać chiński wywiad wojskowy. Zarówno Supermicro, jak inne koncerny zaprzeczyły tym informacjom, ale akcje amerykańskiego producenta po upublicznieniu raportu straciły prawie połowę wartości. Bloomberg zapewniał, że potwierdził szpiegowską aferę w kilkunastu niezależnych źródłach. Producent przeprowadził jednak niezależny audyt podzespołów i – jak utrzymuje – na płytach nie znaleziono niczego podejrzanego.
Według komentatorów przeniesienie przez Supermicro produkcji z Chin – o ile rzeczywiście jest rozważane – może być związane raczej z rosnącymi kosztami importu z powodu taryf celnych. Supermicro poinformował niedawno, że zbuduje montownię płyt głównych na Tajwanie, której docelowa wydajność wynosi 800 tys. szt. rocznie. Rozbuduje też zakłady w USA. Jak zauważa Digitimes, więcej dostawców przenosi produkcję z Chin – udział płyt głównych wyprodukowanych w tym kraju spadł z 90 proc. w 2017 r. do 50 proc. w 2018 r. Powodem jest jednak głównie wojna handlowa i kwestie kosztów.
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