Overview
- In early November 2026 TeamGroup’s CEO Chen Ching-wen warned the memory shortage has not peaked and predicted the worst shortfall will run through late 2026 into mid-2027.
- Chen told investors he expects no downward price trend through 2027 and said supply–demand balance is unlikely until the second half of 2028 at the earliest.
- TeamGroup reports it cannot fill contracted volumes and must buy on the spot market, where suppliers are paying 30–50% premiums for DRAM.
- The company has shifted heavily to business sales, with B2B revenue rising from about 24% in early 2025 to roughly 64% in the first three quarters of 2026, and Q3 2026 revenue and profits rose sharply as a result.
- Analysts and vendors say the squeeze is structural because large AI and enterprise customers are absorbing most DRAM output, leaving less for consumer PCs and devices and raising the risk of product scarcity even for buyers willing to pay more.