Report
Memory shortage could be worst from late 2026 through mid-2027
Team Group expects memory prices to keep rising into early 2027; Apple expects its memory costs to climb into 2027.
TLDR
Team Group CEO Chen Ching-wen predicts the shortage will be worst from the fourth quarter of 2026 through the first half of 2027. Some products could see quarterly price increases of 30% to 40%, and the company does not expect relief until at least the second half of 2028. Apple reported higher memory costs in the September quarter than in the June quarter and expects further increases into 2027.
Combined views
160
2 Sources, first seen ago
