Macro EconomyMedium•10 November 2026•
1 min read
Team Group CEO Warns of Severe Memory Chip Shortage Through 2027
Key Facts
1The CEO of Taiwan’s Team Group warned that the memory chip shortage will reach its worst point by mid-2027.
2Prices are expected to continue climbing with supply balance unlikely before late 2028.
The CEO of Taiwan’s Team Group warned that the memory chip shortage will reach its worst point by mid-2027. Fortune reported that prices are expected to continue climbing, with a balance between supply and demand unlikely to be achieved before late 2028, as demand is projected to outstrip supply to the point where goods may become unavailable regardless of price.
The prolonged multi-year deficit is driven by an AI-related demand surge that has exhausted existing manufacturing capacity. According to Fortune, Team Group’s gross margin climbed to 49.3%, while third-quarter revenue hit a record NT$10.14 billion (approximately $312 million), reflecting the intensifying pricing pressures across the semiconductor sector.