The worst of the memory crisis is yet to come

The most difficult period for the global memory crisis has not yet begun. According to a report by memory manufacturer Team Group, the peak demand may occur between the fourth quarter of 2026 and the second quarter of 2027. For this reason, the shortage on the shelves may increase for a while.

Moreover, the picture on the production side is not very encouraging. DRAM manufacturers such as SK Hynix, Samsung and Micron have already sold all production capacity for 2027. Therefore, the amount of products to be released remains limited.

Why is the memory crisis deepening?

Large customers have made long-term supply agreements with these manufacturers. That's why it's becoming increasingly difficult to get memory from third-party markets. Because the amount of product remaining on the market is very small.

Team Group says that even if you have the money, you may not be able to find memory modules. It is currently still possible to purchase the products. But the prices are already extremely high. Moreover, according to the company, consumers may soon lose the opportunity to buy memory altogether.

Therefore, the memory crisis may not remain just a price issue. Additionally, it may be difficult to access the product itself. On the other hand, the company's warning shows that the problem will not end soon.

Chinese manufacturers are not enough either

Changxin Memory and Yangtze Memory's products together account for about 10 percent of the memory market. However, this share is not enough to meet the demand. That's why the capacity of large producers continues to be decisive.

Therefore, the balance of supply and demand is not expected to recover before the second half of 2028. This period may even take longer. As a matter of fact, it is predicted that the demand peak may last until the second quarter of 2027.

Team Group's sales balance reversed

Team Group currently sells the majority of its memory to enterprise customers. 64.6 percent of sales come from B2B, that is, business for companies. B2C, which refers to sales directly to consumers, remains at 35.4 percent.

These rates show a big difference with the third quarter of 2025. At that time, the B2B share was 24.6 percent and the B2C share was 75.4 percent. Thus, the company's focus quickly shifted from individual users to corporate customers.

The next critical period begins with the fourth quarter of 2026. According to Team Group's prediction, the demand peak may last until the second quarter of 2027, and the balance may return in the second half of 2028.