P Equity Research 📰(@pequityresearch):Team Group CEO said the memory chip shortage is expectex to become worse from the end of 2026 until the end of 2027. He states there is no downward move in pricing and purchasers could have a scenario where they simply dont have the money to buy memory. The spread between spot and contract prices for memory ranges from 30-50%. He notes the S/D balance for memory may not be achieved until latter half of 2028 or even later. $MU $DRAM $EWY $SKHY

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参加 April 2023

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P Equity Research 📰@pequityresearch

2026.11.04 23:10

Team Group CEO said the memory chip shortage is expectex to become worse from the end of 2026 until the end of 2027. He states there is no downward move in pricing and purchasers could have a scenario where they simply dont have the money to buy memory. The spread between spot and contract prices for memory ranges from 30-50%. He notes the S/D balance for memory may not be achieved until latter half of 2028 or even later. $MU $DRAM $EWY $SKHY