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Team Group CEO Chen Ching-wen warned on the earnings call that the memory crisis could reach a point where 'even money can't buy goods,' and said conditions will worsen next year with 'no downward trend in price whatsoever'.
Persistently tight memory supply would raise server memory costs and pressure AI system budgets, with high-bandwidth memory and high-capacity server modules most exposed.
Trade pressSlicast · November 4, 2026 at 15:28 UTC · Global · Source: Tom's Hardware
importance 45