Cathie Wood warns Chinese expansion could deepen memory chip cycles

The ARK Investment founder said expanding Chinese production could intensify the memory sector's boom-and-bust cycles and price swings. Quartz identifies Chinese DRAM producers entering the market as the source of her concern, while Bloomberg reports that Wood is avoiding the memory-chip sector because of those risks.

Covered by 2 publishers within 4 hours of the first report.

• Bloomberg: ARK’s Wood Shuns Memory Chip Sector on ‘Vicious’ Cycle Risk

Reporting2

BL Bloomberg ARK’s Wood Shuns Memory Chip Sector on ‘Vicious’ Cycle Risk · Jeanny Yu 3:29 AM

QZ Quartz Cathie Wood warned that China's chip expansion is making memory stock cycles more 'vicious' · Cris Tolomia 7:30 AM