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00:02Michael Burry is doubling down on his bearish semiconductor thesis as warnings emerge that
00:08growing memory supply could pressure prices.
00:11In a post on X, Burry cited Acer CEO Jason Chen, who said,
00:16"...memory inventories are building and Chinese suppliers are releasing more volume."
00:21Chen expects additional Chinese capacity to pressure prices, with a greater impact from
00:25late 2027.
00:27Burry argues the conventional memory shortage was partly caused by manufacturers shifting
00:32capacity toward high-bandwidth memory for AI demand.
00:36As conventional DRAM production increases, he believes the supply-demand balance could
00:40change.
00:41Burry has bearish positions in Micron, NVIDIA, Applied Materials, Nibius, Palantyre, and the
00:48iShares Semiconductor ETF.
00:50Investors are watching whether new memory supply can outpace AI-driven demand.
00:54For all things money, visit Benzinga.com.
