‘How can prices fall when there’s nothing left?’ TeamGroup CEO reckons supply-demand memory equilibrium may not happen until late 2028 at the earliest
TeamGroup CEO Chen Ching has delivered another sobering forecast about the ongoing memory supply crisis, predicting that supply and demand equilibrium may not materialize until late 2028 at the earliest. According to reports, Ching warned that the industry has underestimated the severity of the shortage, and the situation could deteriorate further before stabilizing.
The CEO highlighted a critical distinction between availability and affordability. While memory modules remain purchasable today, their significantly elevated prices render them expensive for consumers. More alarmingly, Ching suggested that a period of acute scarcity could emerge where goods become unavailable at virtually any price point. Even through 2027, he expects zero downward price pressure.
This extended timeline for market stabilization underscores persistent hardware supply constraints affecting PC gaming and the broader computing industry. The prediction highlights the depth of semiconductor supply chain disruptions, which have far outlasted initial industry recovery expectations. As the memory sector grapples with production challenges and demand uncertainties, affordable RAM may remain out of reach for consumers for years to come.