Team Group CEO warns memory crisis could reach point where 'even money can't buy goods' — will get worse next year, with 'no downward trend in price whatsoever'

Team Group is a module-level ODM, not a wafer fab. Its CEO's warning is a canary signal for upstream wafer allocation. The structural driver: Samsung, SK Hynix, and Micron are systematically reallocating capacity toward HBM and high-margin AI products, starving conventional DRAM/NAND supply. This is not a 2017-18 consumer pulse replay — it is AI compute infrastructure虹吸... Actually let me rewrite cleanly: Team Group is a module-level ODM, not a wafer fab. Its CEO's warning is a canary signal for upstream wafer allocation. The structural driver: Samsung, SK Hynix, and Micron are systematically reallocating capacity toward HBM and high-margin AI products, starving conventional DRAM/NAND supply. This is not a 2017-18 consumer pulse replay — it is AI compute infrastructure虹吸...