# ‘How can prices fall when there’s nothing left?’ TeamGroup CEO reckons supply-demand memory equilibrium may not happen until late 2028 at the earliest

- URL: https://talkfuse.com/story/how-can-prices-fall-when-theres-nothing-left-teamgroup-ceo-reckons-supply-demand-memory-equilibrium-may-not-happen-until-late-2028-at-the-earliest/
- Published: 2026-11-04T16:39:11+00:00
- Updated: 2026-11-05T07:40:21+00:00
- Original publisher: PC Gamer
- Original article: 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/
- Topics: Business, Companies

## Key points

- TeamGroup expects memory prices to stay high through 2027.
- DRAM supply may remain short until late 2028 or beyond.
- Two thirds of TeamGroup’s business now serves other businesses.

## Summary

TeamGroup chief executive Chen Ching says the memory shortage could worsen before it eases, with no fall in prices expected during 2027. He warns that buyers may eventually be unable to find DRAM even at high prices, as demand continues to outstrip supply.

The company reported record quarterly revenue of NT$10.139 billion, about US$308 million, up 34% from the previous quarter. Two thirds of TeamGroup’s business now comes from sales to data centres and other businesses, compared with a quarter previously; Chen says supply and demand may not balance before the second half of 2028, or later.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.