Burry Bets Against Micron as China Memory Makers Expand
Famed investor Michael Burry has boosted his Micron short and expanded bets on semiconductors, arguing that rising Chinese memory supply from players like CXMT and YMTC could damp memory pricing. Micron has benefited from tight memory markets, but the growing Chinese output and doubts about AI hardware demand durations raise questions about how long the current rally can last.