On its November 2, 2026, earnings call, Team Group CEO Chen Ching-wen forecast that memory-chip shortages could worsen from late 2026 through the end of 2027, according to Tom’s Hardware. He projected that supply and demand might not balance until the second half of 2028 or later.
Why Team Group turned to spot-market supply
Chen said Team Group’s contracts did not provide enough volume, so the company sought additional supply on the spot market at a premium.
Acer’s reported forecast points to earlier price relief
Tom’s Hardware also reported a contrasting outlook from Acer CEO Jason Chen. The two forecasts cover different parts of the market: Chen Ching-wen discussed memory supply and budget-component pricing, while Jason Chen addressed mainstream and high-end components.
| Company and CEO | Supply outlook | Price outlook |
| Team Group, Chen Ching-wen | Shortages could worsen through the end of 2027; supply and demand might not balance until the second half of 2028 or later. | Budget-component prices might not ease until 2029. |
| Acer, Jason Chen | Selected high-end parts could remain in short supply. | Mainstream component prices could plateau in the first half of 2027 and decline in the second half. |
