Microsoft Walks Away From China

Quick Read

• Microsoft shuttered 15+ China offices, moved Surface and Xbox production out, and cut 400 Azure jobs while China contributes just 2% of its global revenue.

• Apple plans to build most U.S.-bound iPhones in India by end of 2026, as the share of firms ranking China a top investment priority dropped from 62% to 52%.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn’t make the cut. Grab the names FREE today.

Reuters reported Thursday that Microsoft (NASDAQ:MSFT) has closed at least 15 branch offices and joint ventures in China over the past five years, a deliberate downsizing that accelerated in 2026. A Microsoft spokesperson told Reuters the company “remains committed to the Chinese market” and “has no current plans to exit.”. What is underway is a five-year partial retreat across four distinct fronts, each with different drivers.

At least 15 branches and JVs have…