The CEO of Team Group, Chen Ching-wen, has warned that the global memory chip shortage is likely to worsen between late 2026 and late 2027, with no immediate signs of price reduction. He anticipates that supply and demand will not rebalance until late 2028 or possibly later, citing a significant gap between spot and contract prices for components like DDR5 SDRAM. This outlook contrasts with Acer CEO Jason Chen's prediction of a price reversal by late 2027, suggesting that only high-end chips will remain scarce while mainstream parts become more affordable. AI
IMPACT Potential for increased costs and supply chain disruptions for AI hardware development and deployment.
RANK_REASON The article reports on predictions and warnings from industry executives regarding future market conditions for memory chips, rather than a direct product release or company announcement.
- Acer
- BigGo Finance
- CXMT
- Chen Ching-wen
- DDR5 SDRAM
- dynamic random-access memory
- Jason A Chen
- Kioxia
- LPDDR5X-9600
- Micron
- NAND flash
- Nvidia N1-series SoCs
- Samsung
- SK Hynix
- Team Group
- YMTC
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