Team Group Maintains View That Supply Could Tighten Further in H1 2027

Memory module maker Team Group said that although there have been recent market comments about memory particles from mainland China flowing into the market and rising inventory levels in some channels, the capacity of major manufacturers remains largely tied up by long-term contracts and AI-related demand, keeping actual available supply limited. As a result, the company has not changed its judgment on subsequent shortages and maintains its earlier view that supply could become even tighter in the first half of 2027.