Cisco Enforces Stricter Origin Rules, Excludes China-Made Chips
US technology giant Cisco has implemented stricter Certification of Origin (COO) requirements for its suppliers, explicitly mandating that products must not contain chips manufactured in China. According to reports from Chinese media outlet Icsmart, this policy shift upgrades the COO standard from merely identifying the final packaging location to tracing the actual production sites of chips and photomasks. Sources indicate that these rigorous traceability measures are driven by national security concerns associated with Cisco’s networking equipment. While this restriction specifically targets critical infrastructure components, the report notes that broader consumer electronics supply chains are unlikely to exclude Chinese-made components unless specific US government restrictions are enacted. Additionally, the article highlights a wider industry trend, mentioning speculation that Dell intends to relocate 50% of its production capacity out of China by the end of 2025. This move underscores the growing fragmentation in global tech supply chains as major US corporations adjust their sourcing strategies amidst geopolitical tensions and security considerations.
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Cisco Enforces Stricter Origin Rules, Excludes China-Made Chips
US technology giant Cisco has implemented stricter Certification of Origin (COO) requirements for its suppliers, explicitly mandating that products must not contain chips manufactured in China. According to reports from Chinese media outlet Icsmart, this policy shift upgrades the COO standard from merely identifying the final packaging location to tracing the actual production sites of chips and photomasks. Sources indicate that these rigorous traceability measures are driven by national security concerns associated with Cisco’s networking equipment. While this restriction specifically targets critical infrastructure components, the report notes that broader consumer electronics supply chains are unlikely to exclude Chinese-made components unless specific US government restrictions are enacted. Additionally, the article highlights a wider industry trend, mentioning speculation that Dell intends to relocate 50% of its production capacity out of China by the end of 2025. This move underscores the growing fragmentation in global tech supply chains as major US corporations adjust their sourcing strategies amidst geopolitical tensions and security considerations.
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