--- title: "TeamGroup: Peak Global Memory Shortage Expected from Late 2026 to Spring 2027" description: "At its earnings conference on November 1, 2026, TeamGroup stated that the peak of the global memory shortage will occur between Q4 2026 and Q2 2027. Major manufacturers have sold out 2027 capacities, and 16Gb DDR5 contract prices rose from $8.7 to ~$48." date: 2026-11-04T02:17:54.043Z lang: en url: https://xab.info/en/posts/teamgroup-peak-memory-shortage-2027 tags: [teamgroup, memory-chips, dram, nand, ddr5, ai-servers, supply-chain, semiconductors] author: "Alexander Buran" publisher: "XAB.info" --- # TeamGroup: Peak Global Memory Shortage Expected from Late 2026 to Spring 2027 ![Disassembled TeamGroup Xtreem RAM module with heatsink and printed circuit board](https://xab.info/media/2026/11/04/teamgroup-pik-deficita-pamati-2027/teamgroup-pik-deficita-pamati-2027-1.webp) ## Key Points - TeamGroup expects the peak memory shortage to hit between Q4 2026 and Q2 2027. - SK hynix, Samsung, and Micron have fully contracted their output for 2027. - Chinese CXMT and YMTC provide only ~10% of supply, insufficient for demand. - 16Gb DDR5 contract price surged from $8.7 (Oct 2025) to ~$48 (Sept 2026). - B2B share in TeamGroup's sales reached 64.6% compared to 24.6% in Q3 2025. - Supply-demand balance is not expected before the second half of 2028. At its quarterly earnings conference held on November 1, 2026, representatives of the Taiwanese company TeamGroup delivered one of the industry's harshest forecasts in recent years: the most severe disruptions in memory supply chains are expected between the fourth quarter of 2026 and the second quarter of 2027. According to the company's estimates, this interval will mark the peak of the global shortage, and the current situation, where chips are still available at inflated prices, is merely the prelude to more acute disruptions. ### Major Manufacturers Have Already Booked Capacity for 2027 The key driver behind the worsening shortage is that major memory manufacturers — SK hynix, Samsung, and Micron — have fully contracted their output for 2027 through long-term agreements with key clients. As a result, memory availability for other market participants is rapidly tightening. TeamGroup warns that a point may come when purchasing chips becomes impossible even with the necessary funds: while memory can still be bought today, albeit at a very high price, such an opportunity may soon vanish entirely. ### Chinese Manufacturers Fail to Close the Gap Even considering that Chinese companies CXMT and YMTC account for about 10% of memory market supplies, this volume is insufficient to meet demand. According to TeamGroup, supply-demand balance will not be achieved until the second half of 2028 at the earliest, and potentially even later. Thus, the industry is facing a horizon of at least two years of chronic shortage. ### Sales Structure Shifts Toward AI Servers Fundamental changes have also occurred in the company's revenue structure. Currently, the bulk of TeamGroup's sales come from the B2B segment at 64.6%, while direct consumer sales (B2C) account for only 35.4%. This contrasts sharply with the third quarter of 2025, when B2B share was 24.6% and B2C was 75.4%. Today, most revenue comes from companies developing servers for artificial intelligence systems rather than traditional consumer purchases, underscoring how memory demand has reorganized around AI infrastructure. ### Prices Have Multiplied Over the Year The scale of the price hike is clearly illustrated by contract price dynamics: in October 2025, the contract price for 16Gb DDR5 chips was $8.7, rising to approximately $48 by September 2026. In the spot market, where purchases occur outside long-term contracts, prices are even higher, carrying an additional markup of 30–50%. ### Production Expansion and Financial Results In the first quarter of 2027, TeamGroup plans to open a new manufacturing facility in New Taipei City, employing 1,000 people, with equipment installation scheduled for the same period. For the third quarter, the company's consolidated revenue reached NT$10.139 billion, equivalent to roughly $309.13 million USD. Together, these data points indicate that the memory industry is entering a phase where the shortage is becoming structural rather than temporary. ## Fact-Check & Sources - [Худшее ещё впереди: TeamGroup наметила пик дефицита памяти на 2027 год window-new](https://3dnews.ru/1150805/hudshee-eshchyo-vperedi-teamgroup-nametila-pik-defitsita-pamyati-na-2027-god) - Primary source: earnings conference on November 1, 2026, shortage forecasts, pricing, B2B/B2C structure, new plant in New Taipei City, Q3 revenue. - [TeamGroup предупредила: дефицит DRAM и NAND только начинается — цены будут расти весь 2026 год](https://3dnews.ru/1133226/teamgroup-predupredila-defitsit-dram-i-nand-tolko-nachinaetsya-tseni-budut-rasti-ves-2026-god) - Supplementary material confirming the growing shortage of DRAM and NAND and rising prices in 2026 (referencing DigiTimes and TeamGroup's CEO). ## FAQ ### When does TeamGroup expect the peak memory shortage? From the fourth quarter of 2026 through the second quarter of 2027. ### Why is the shortage worsening? Major manufacturers — SK hynix, Samsung, and Micron — have booked out all production for 2027, while Chinese CXMT and YMTC supply only about 10%, which is not enough to meet demand. ### How have DDR5 prices changed over the year? The contract price for 16Gb DDR5 chips rose from $8.7 in October 2025 to roughly $48 by September 2026; spot market prices carry an extra 30–50% markup. ### When is the supply-demand balance expected to recover? Not earlier than the second half of 2028, possibly later. ### What is TeamGroup's current sales structure? B2B is 64.6%, B2C is 35.4%; in Q3 2025, it was 24.6% and 75.4% respectively. Most revenue comes from AI server developers.