Team Group expects global memory supply constraints to worsen further, peaking around mid-2027. Prices for certain memory components could still rise by 30% to 40%, with significant market improvement potentially delayed until the second half of 2028.
AI infrastructure demand is absorbing a large share of DRAM and NAND production capacity. Team Group predicts that by 2027, even buyers with sufficient budgets may struggle to procure needed products in time; even after the tightest phase of supply eases, the market will not rebound quickly.
Major manufacturers, including Samsung, have already allocated their 2027 supply capacity through long-term contracts, reducing spot availability and flexible supply for third-party buyers. Team Group's sales mix has also shifted: enterprise customers now account for 64.6% of memory sales, while the consumer segment has dropped from 75.4% to 35.4%, as more supply is redirected toward commercial and infrastructure demands.
Apple's management stated during its quarterly earnings call that the company has already felt an increase in memory costs compared to the previous quarter. Existing inventory and lower costs for other components have temporarily cushioned the impact, but Apple expects RAM and NAND costs to continue rising in the current quarter and beyond. The projected peak of the memory shortage, price increases, and recovery timeline are corporate forecasts and not yet established outcomes.