The Worst Is Yet to Come for Memory Shortages, Warns Team Group

What happened

During Team Group's earnings conference on November 2, the company warned that the global memory shortage may not have passed its worst point: the most severe supply chain squeeze is projected to occur between Q4 2026 and Q2 2027, just a few months away. Major memory makers such as SK hynix, Samsung, and Micron have sold out their 2027 supply and entered long-term agreements with customers, making it increasingly difficult to source memory for third-party purposes. Team Group stated that even with funds available, it might be impossible to purchase memory products; memory can currently still be bought, albeit at a high price, but the company noted that this may soon no longer be an option. Even though CXMT and YMTC are supplying close to 10% of the memory market share, it is still impossible to satisfy demand, and a supply-demand balance may not emerge until the second half of 2028 or even later. On revenue mix, Team Group's B2B business now accounts for 64.6% while B2C accounts for 35.4%, a sharp reversal from 2025 Q3 figures of 24.6% B2B and 75.4% B2C, with most revenue now coming from the business sector developing AI servers rather than traditional consumer purchases.

Impact and signal

Affected components and suppliers

Source and time

Source: TechPowerUp · 11/3/2026 · View original source