Team Group sees elevated memory prices as AI demand keeps supply tight

Team Group is signaling that memory-market tightness is still shaping customer allocation. DigiTimes cites chairman Dann-Ning Hsia as saying memory prices are likely to remain elevated because AI-related demand continues to pressure supply. The company is also prioritizing shipments to long-term customers across industrial, automotive and gaming markets. That suggests module vendors are not only managing higher component costs, but also choosing which customer relationships receive available supply first. For RamTrend, this is a direct price-supportive signal. If memory makers and module suppliers can favor committed customers during shortages, spot and opportunistic buyers may face less favorable availability or pricing.