Team Group CEO warns memory crisis could reach point where 'even money can't buy goods' — will get worse next year, with 'no downward trend in price whatsoever'

Team Group CEO Chen Ching-wen said during the company’s November 2 earnings call that the memory chip shortage is expected to become worse from the end of 2026 until the end of 2027. BigGo Finance quoted Chen as saying that there is “no downward price trend whatsoever,” and that some purchasers could face a scenario “even money can’t buy goods.” He also noted that the spread between spot and contract prices for memory chips ranges from 30% to 50%, meaning short-term supply is significantly more expensive than long-term contracts.

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"We have contracts but can't get enough volume, so we have to go to the spot market and pay a premium to grab supply," the Team Group chief said during the briefing. …