Micron confirma la falta de módulos DDR5 debido a la escasez de PMIC y VRM

Durante su llamada de resultados trimestrales, Micron confirmó que la falta de memoria DDR5 en el comercio minorista no se debe a la escasez de circuitos integrados de memoria DDR5, but rather due to a shortage of PMIC and VRM components. Micron said that “demand for DDR5 products is significantly exceeding supply due to non-memory component shortages impacting memory suppliers’ ability to build DDR5 modules.”

It would appear that demand ended up being higher than expected, due to the popularity of Intel’s Alder Lake CPUs, with the DRAM module makers not having prepared enough stock of the new components that are required to make DDR5 DIMMs, which has resulted in the current lack of DDR5 modules in retail. Micron is working on its end to resolve this issue and has entered what it calls “strategic agreements to secure supply of certain components” and is expecting supply of said components to improve slowly in 2022. It seems like some of these components are also related to other products made by Micron, such as SSDs.