Micron insisted that it can make enough DDR5 chips to satisfy demand, it's just that the other parts that comprise a memory module are not as readily available.
Micron CEO and president Sanjay Mehrotra did not get into specifics about the components that are in short supply.
But he said that across the PC industry, demand for DDR5 products is significantly exceeding supply due to non-memory component shortages impacting memory suppliers' ability to build DDR5 modules.
On the plus side, Mehrotra expected the shortages to moderate through 2022, enabling bit shipments of DDR5 to grow to meaningful levels in the second half of calendar 2022.
However, power management ICs (PMICs), voltage regulating modules (VRMs), and possibly even printed circuit boards (PCBs) are strained right now.