Micron Says DDR5 Supply Will Improve in 2022

Micron recently published an article in which it claims the DDR5 memory market will be competitive by 2022, and that Micron is well positioned to meet demand. The company’s aggressive production plan could result in a substantial increase of revenue for AMD and Intel next year.

The “ddr5 ram release date” is a new memory type that will be released in 2022. Micron says it will improve the performance of computers and gaming systems.

Micron image

Anyone who has looked into building a new computer with the newest Intel technology knows that DDR5 is difficult to come by. Manufacturers’ ability to satisfy demand has been hampered by supply constraints. In its most recent results conference, Micron predicted that supplies for the highly sought-after memory would increase in 2022.

Sanjay Mehrotra, CEO of Micron, predicted that shortages will ease in the first half of 2022, with DDR5 demand picking up in the second half. “The PC production effect from persistent non-memory component shortages and consequent customer inventory adjustments of DRAM and NAND products,” according to the company. This scarcity is due in part to a shift in memory architecture, with DDR5’s power management integrated circuits (PMICs) being moved from the motherboard to the memory PCB.

Micron image

Table of Contents

Demand Has Increased

The present GPU scarcity is mostly due to memory chip manufacture. Aside from upgrading to newer generations, 2 GB modules are becoming more common, as shown in the forthcoming NVIDIA GeForce RTX 3090 Ti. Many other markets have seen an increase in the need for quicker memory, putting additional pressure on supply chains to support all goods that utilise it.

To offer increased bandwidth, SSDs based on the PCIe 4.0 and PCIe 5.0 specifications need faster NAND.
IoT sectors “experienced more than 80% year-over-year revenue increase,” owing mostly to AI-assisted manufacturing, but also 40% growth in consumer markets, owing primarily to virtual reality and smart gadgets.
Over the next decade, “the fastest-growing memory and storage markets will be automotive and industries.”
As mobile phones shift from 4G to 5G, LPDDR5X is used in mobile devices.

Servers and PCs

Another issue will be the supply divide between the PC and the market. In 2022, each will need their own supply due to the transition to DDR5.

As new CPUs capable of using DDR5 become available in the marketplace in 2022, this will promote DDR5 adoption in the server arena as well. As previously said, DDR5 adoption has begun in the PC arena, and we have begun to develop the DDR5 product. DDR5 is in great demand right now.

Actually, the industry’s supply of DDR5 is restricted. So, when I consider both the PC and the server, we anticipate DDR5 to be the first to ramp up in the PC. And, as for CPUs, new processors are becoming accessible in the business with DDR5. We expect this to pick up later in the calendar year of 22.

Micron (through TechPowerUp), Seeking Alpha (via TechPowerUp).