The worst of the memory crisis is still ahead
Speaking at TeamGroup's November 2 earnings conference, CEO Chen Ching-wen said the industry has yet to experience the worst of the current memory crisis. According to the Taiwanese memory maker, the most severe supply constraints are expected between the fourth quarter of 2026 and the end of the second quarter of 2027.
No relief on prices
Chen said he sees little indication of meaningful price reductions throughout next year. TeamGroup warns that DRAM supplies could become so constrained that even customers willing to pay inflated prices will struggle to secure inventory.
Why it matters
DRAM is the foundational memory used in servers, phones and AI data centers. A tighter supply directly affects hardware prices and the cost of AI infrastructure investments. TeamGroup's warning is one of the clearest signs that the shortage could stretch into 2027.
