# TeamGroup CEO Predicts Memory Supply Crisis Lasting Until 2028 Persistent DRAM shortages and enterprise demand will likely keep memory prices elevated for years. - **Source:** [PC Gamer](https://www.pcgamer.com) - **Published:** 2026-11-04 - **Topic:** [Finance](https://brifing.si/c/finance) - **Original article:** - **On Brifing:** https://brifing.si/s/148b517b-c721-407f-99f4-62093c1bd980 ## Extended Memory Market Crisis TeamGroup CEO Chen Ching warns that the current memory supply crisis is far from over. He suggests that the worst shortages will persist until mid-2025. Unlike previous cycles, this period may lead to a total lack of availability for DRAM products, moving beyond simple price hikes to actual inventory depletion for buyers. ## Price Equilibrium Outlook Market stabilization remains elusive, with Chen predicting that supply and demand equilibrium will not occur before the second half of 2028. He explicitly states that no downward price trend is expected through 2027. This long-term outlook suggests that consumers should prepare for sustained high costs or further price increases for memory modules. ## Record Financial Performance Despite the supply constraints, TeamGroup reported record quarterly revenue of NT$10.139 billion, approximately $308 million. This represents a significant 34% increase compared to the previous quarter. The company is successfully navigating the crisis by capitalizing on high-margin opportunities, demonstrating how manufacturers can profit even while the broader market faces severe inventory shortages. ## Shift Toward Enterprise Clients TeamGroup has fundamentally altered its sales strategy, now directing two-thirds of its business toward enterprise and data center clients. Previously, the consumer market accounted for the majority of its sales, representing three-quarters of the business. This pivot reflects a broader industry trend of prioritizing high-value corporate contracts over individual retail consumer needs. ## Inventory Acquisition Strategy To maintain operations, TeamGroup relies on strong vendor relationships to secure necessary inventory. Even when supply is tight, the company is willing to pay premium spot prices to ensure it can fulfill enterprise orders. This aggressive procurement approach allows them to bypass some retail limitations, though it contributes to overall market price volatility. ## Impact on Consumer Access The current market dynamic creates a difficult environment for individual consumers. As manufacturers prioritize data centers, retail availability for DRAM is expected to dwindle. Chen warns that while goods are currently expensive but purchasable, the market may soon reach a point where products are simply unavailable for purchase regardless of the price offered. ## Industry Structural Changes The memory industry is undergoing a structural shift driven by the massive demand from data centers. This transition mirrors the priorities of major tech leaders who focus on large-scale infrastructure. As enterprise demand continues to absorb the majority of available supply, the consumer market is increasingly treated as a secondary priority for manufacturers. ## Future Market Implications The long-term forecast indicates a challenging landscape for hardware procurement. With equilibrium pushed to 2028, stakeholders must account for persistent volatility in memory pricing. The inability to meet demand suggests that supply chain constraints will remain a defining feature of the tech sector, forcing businesses to adapt their long-term capital expenditure plans accordingly. ## Sources covering this story - https://www.pcgamer.com/hardware/memory/how-can-prices-fall-when-theres-nothing-left-teamgroup-ceo-reckons-supply-demand-memory-equilibrium-may-not-happen-until-late-2028-at-the-earliest/ — --- _Summary written by Brifing from the original reporting. Copyright in the original article belongs to its publisher; read the full piece at the link above._