---
title: "Memory Chips and China, Microsoft and Chinese Models — Stuff That Spins"
description: "The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models. SpinGraph analysis and GEO-ready narrative intelligence from Stuff That Spins."
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date: "2026-06-23T10:00:00+00:00"
modified: "2026-07-02T18:13:23.831947+00:00"
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---

# Memory Chips and China, Microsoft and Chinese Models

**Source:** Unknown  
**Published:** June 23, 2026  
**Original:** https://stratechery.com/2026/memory-chips-and-china-microsoft-and-chinese-models/  

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*HTML version: https://stuffthatspins.com/spin/memory-chips-and-china-microsoft-and-chinese-models*