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DDR5 may soon have reason to be an even more expensive early-adopter piece of tech than it currently is, according to electronic component supplier 12chip. While semiconductor manufacturers worldwide grapple with logistics and components shortages, the DRAM market has been left somewhat unscathed - up to now. DRAM fabrication - even DDR5 - isn't done on leading-edge nodes but on older, more mature ones (such as 14 nm). According to 12chip, manufacturers are having no problem in scaling their DRAM manufacturing on these older nodes to meet demand.
However, DDR5 is being directly impacted by the current logistics issues due to lack of adequate Power Management Integrated Circuit (PMIC) chips - which DDR5 has integrated in the DIMM proper. Currently, lead times for PMIC orders are estimated at 35 weeks, placing additional strain on system assemblers and DRAM manufacturers - and forcing delays and bottlenecks throughout the supply chain. Additionally, the fact that PMIC chips for DDR5 are ten times as expensive as equivalent DDR4 power management solutions doesn't bode well for future price action on DDR. Should this situation continue, higher prices for DDR5 modules are to be expected due to a deteriorating supply/demand ratio - particularly relevant if you're thinking about putting together a build based on Intel's Alder Lake platform. As always, take this report with a grain of salt.
View at TechPowerUp Main Site
However, DDR5 is being directly impacted by the current logistics issues due to lack of adequate Power Management Integrated Circuit (PMIC) chips - which DDR5 has integrated in the DIMM proper. Currently, lead times for PMIC orders are estimated at 35 weeks, placing additional strain on system assemblers and DRAM manufacturers - and forcing delays and bottlenecks throughout the supply chain. Additionally, the fact that PMIC chips for DDR5 are ten times as expensive as equivalent DDR4 power management solutions doesn't bode well for future price action on DDR. Should this situation continue, higher prices for DDR5 modules are to be expected due to a deteriorating supply/demand ratio - particularly relevant if you're thinking about putting together a build based on Intel's Alder Lake platform. As always, take this report with a grain of salt.
View at TechPowerUp Main Site