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Memory Chips and China, Microsoft and Chinese Models

Stratechery 23 June 2026 12h ago
Memory Chips and China, Microsoft and Chinese Models
69
Relevance
3/25
Freshness
25/25
Authority
25/20
Brand Signal
14/15
Depth
2/15
Relevance Freshness Authority Brand Depth
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.
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