Michael Burry is shorting Micron - Is this the end of the semiconductor bubble? - XTB.com

Recently, renowned investor Michael Burry announced a short position on Micron Technology, sparking widespread speculation about whether the semiconductor industry is entering a phase of bubble burst.... Read original →

Michael Burry’s short on Micron isn’t noise—it’s a calibrated bet against memory’s cyclical froth. Technically, prolonged DRAM/NAND price corrections will delay capital allocation to HBM and CXL architectures, throttling AI chip bandwidth roadmaps like NVIDIA’s. On compliance, Micron faces escalating scrutiny over its China fabs, while TSMC in Taiwan, China, despite process leadership, can’t escape rising costs from U.S.-China tech decoupling and equipment bans. Strategically, Samsung may seize market share, and NVIDIA could accelerate in-house memory stack development to reduce reliance. Over the next 12–24 months, the sector faces dual pressures: valuation deflation and real capacity rationalization. Only firms with heterogeneous integration prowess and geopolitically resilient supply chains will survive the reckoning.