We might not be past the worst part of the global memory shortages, as the most severe supply chain squeeze could happen soon. During Team Group's earnings conference on November 2, the company stated that the worst period in memory demand is projected to be between Q4 2026 and Q2 2027, which is just a few months away. Major memory makers such as SK hynix, Samsung, and Micron have sold out their 2027 supply and entered into long-term agreements with customers, making it increasingly difficult to source memory for any third-party purposes.
Even with money, buying memory may become impossible as a supply‑demand balance may not emerge until the second half of 2028 or later. Spot pricing now carries a 30‑50% premium over contract rates, further squeezing budgets. Currently, Team Group sells most of its memory modules to businesses in the B2B sector, which commands 64.6%, while the B2C sector accounts for 35.4%.
This is a sharp reversal compared to the 2025 Q3 figures, where B2B was 24.6% and B2C was 75.4%. Most revenue now comes from the business sector developing AI servers; for example, the contract price for DDR5 16 Gb rose from $8.7 in October 2025 to about $48 in September 2026. Team Group plans to open a new facility with 1,000 workers in New Taipei City in Q1 2027, with equipment installation scheduled for that quarter. The company ended Q3 with consolidated revenue of NT$10.139 billion (≈$309.13 million).
Source: TechPowerUp News · Summarized by HeadlinesBriefing