TeamGroup CEO says RAM prices will not fall before late 2028
TeamGroup's CEO expects no drop in memory prices during 2027 and says supply and demand may not balance until the second half of 2028, PC Gamer reports.
PC builders hoping for cheaper memory next year should not count on it. Chen Ching, CEO of memory maker TeamGroup, says there will be no downward price trend at all in 2027, PC Gamer reported on November 4, 2026, citing comments covered by BigGo Finance after the company's earnings call.
Worse before it gets better
Chen expects the tightest supply from now until the middle of 2027. Buyers can still find DRAM today, just at high prices, but he warned there may soon be stretches when it cannot be bought for any money. He does not expect supply and demand to settle before the second half of 2028, possibly later, so prices should stay high or keep rising. As Chen put it, prices cannot come down when there is nothing left to sell.
Business customers come first
TeamGroup has just posted record quarterly revenue of NT$10.139 billion, roughly $308 million, up 34% on the previous quarter. Like other memory firms, it is chasing the biggest margins, which come from data centre and enterprise buyers. About two thirds of its business now goes to other companies, against roughly a quarter before, when most sales went to consumers.
Chen says long relationships with vendors should keep inventory flowing, even if TeamGroup has to pay premium spot prices for chips.
What it means for gamers
Anyone planning a new gaming PC should budget for expensive RAM through 2027 and perhaps into 2028. The comments echo Sam Altman's view that DRAM belongs in data centres, and they suggest the squeeze on consumer memory is nowhere near over.
Source: PC Gamer, citing BigGo Finance and TeamGroup's earnings call.
