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@SemiAnalysis_: After months of no progress, several long-paused Microsoft self-build campuses are finally showing signs of life. Conover, North Carolina br...

@SemiAnalysis_ 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-07T01:00 抓取：2026-05-07 04:01
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摘要

微软多个长期暂停的自建园区出现复苏迹象：北卡罗来纳州康诺弗园区于2026年第一季度破土动工；弗吉尼亚州蔡斯市园区同期出现施工活动；德克萨斯州卡斯特罗维尔园区在停滞一年多后也开始有早期动工迹象。

客观事实
  • 微软多个长期暂停的自建园区恢复施工。
  • 康诺弗园区2026年Q1破土动工。
  • 蔡斯市园区同期出现施工活动。
Microsoft Conover Chase City Castroville

原文

After months of no progress, several long-paused Microsoft self-build campuses are finally showing signs of life. Conover, North Carolina broke ground in Q1 2026 after an extended pause. Chase City, Virginia showed what appears to be construction activity in the same quarter. Castroville, Texas is also showing early signs of movement after more than a year with little visible progress.

Pictured: Microsoft’s campus in Conover, North Carolina (April 2026) (1/3)🧵

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