THE CRUNCH
Memory shortages may get worse before they get better, according to Team Group. At the company's earnings conference on 2 November, it projected that the most severe squeeze in memory demand will fall between Q4 2026 and Q2 2027, only months away. The company said major makers such as SK hynix, Samsung and Micron have already sold out their 2027 supply through long-term customer agreements, making it increasingly hard to source memory for anyone else. Today memory can still be bought, albeit at a high price, but Team Group warned that even having the funds may soon not guarantee a purchase.
Team Group's own sales figures show how far its customer mix has shifted: business customers now account for 64.6% of its memory module sales, against 35.4% direct to consumers. In Q3 2025 those figures were essentially reversed, at 24.6% B2B and 75.4% B2C. The company noted that most of its revenue now comes from the business sector developing AI servers, rather than traditional consumer purchases.
Newer Chinese suppliers CXMT and YMTC have reached roughly 10% of the memory market, but Team Group said that is still not enough to satisfy demand. It does not expect supply and demand to balance until the second half of 2028, or possibly later.
In numbers
Team Group sales mix shift
| Q3 2025 | Now | |
|---|---|---|
| B2B share | 24.6% | 64.6% |
| B2C share | 75.4% | 35.4% |
Details from TechPowerUp, as quoted in this brief.