DDRWatcher | Weekly Briefs Archive

DDR4 selloff deepens as DRAM market shifts into correction Correction (low confidence), changed from Transition

Week of 2026-11-09

DDR4 spot weakness intensified this week, with DDR4 chip pricing averaging $46.51, down 2.7% w/w and extending its losing streak to four weeks. DDR5 spot also softened to $60.21, down 1.4% w/w, while GDDR6 held broadl...

DDR5 holds near highs while DDR4 spot extends its slide Transition (medium confidence), 7th week in this regime

Week of 2026-11-02

DDR5 spot pricing stayed firm near recent highs this week even as momentum slowed, while DDR4 extended its decline for a third straight week. DDR5 chip spot averaged $61.06, down 0.6% w/w but still up 4.5% over four w...

DDR5 spot extends gains while module and contract pricing trail Transition (medium confidence), 6th week in this regime

Week of 2026-10-26

DDR5 spot pricing continued to climb this week, with the weekly average at $61.42, up 0.8% w/w and up 6.1% over four weeks, extending an eight-week run of gains. The move matters because the broader market still looks...

DDR5 spot extends rally while modules and contracts trail Transition (medium confidence), 5th week in this regime

Week of 2026-10-19

DDR5 chip spot kept climbing this week, averaging $60.90, up 1.4% w/w and 6.4% over four weeks, with the latest print at $61.24 marking another high in the current 38-week history. The move matters because spot gains...

DDR5 spot pushes to new high while module and contract pricing trail Transition (medium confidence), 4th week in this regime

Week of 2026-10-12

DDR5 spot pricing continued to lead the DRAM market this week, with the weekly average rising to $60.08, up 2.9% w/w and 9.5% over four weeks. The move matters because the rest of the stack is not keeping pace: DDR5 m...

DDR5 spot extends gains but momentum cools as modules trail Transition (medium confidence), 3rd week in this regime

Week of 2026-10-05

DDR5 spot pricing continued higher this week, with the weekly average at $58.40, up 0.9% w/w and 7.5% over four weeks, while the latest daily print reached $58.90 on 2026-10-09. The move keeps DDR5 at the top of its 3...

DDR5 spot pushes to new highs while module pricing trails Transition (medium confidence), 2nd week in this regime

Week of 2026-09-28

DDR5 spot pricing continued to lead the DRAM market this week, with the weekly average at $57.89, up 1.1% w/w and up 7.1% over four weeks, reaching the highest weekly average in 35 weeks of data. The widening gap vers...

DDR5 spot extends rally as market shifts from Expansion to Transition Transition (medium confidence), changed from Expansion

Week of 2026-09-21

DDR5 chip spot prices continued to climb this week, with the weekly average reaching $57.26, up 4.3% w/w and 22.5% over 12 weeks, while DDR4 weakened for a third straight week. The divergence matters because the marke...

DDR5 extends gains while DDR4 spot breaks lower Expansion (medium confidence), 6th week in this regime

Week of 2026-09-14

DDR5 spot pricing continued to climb this week while DDR4 reversed lower, widening the gap between the two markets. DDR5 chip spot averaged $54.88, up 1.0% w/w and now up 17.9% over 12 weeks, with the latest print at...

DDR5 spot sets fresh high while DDR4 pauses after 12-week run Expansion (medium confidence), 5th week in this regime

Week of 2026-09-07

DDR5 chip spot extended higher this week, averaging $54.35, up 0.5% w/w and marking the highest weekly average in the 32 weeks of tracked data. DDR4 spot broke its recent run with a 0.7% w/w decline to $51.79, althoug...

DDR Weekly Brief - week-2026-36 expansion (medium confidence)

Week of 2026-08-31

For the week starting 2026-08-31, market signals continued to indicate an expansion regime with medium confidence. Spot momentum was classified as up_decel, pointing to continued upward movement with slower accelerati...

DDR Weekly Brief - week-2026-35 expansion (medium confidence)

Week of 2026-08-24

For the week starting 2026-08-24, market signals continued to indicate an expansion regime with medium confidence. Spot momentum was classified as up_accel, while module pass-through remained confirmed. No contract re...

DDR Weekly Brief - week-2026-34 expansion (medium confidence)

Week of 2026-08-17

For the week starting 2026-08-17, market signals remained in an expansion regime with medium confidence. Spot momentum was identified as up_decel, indicating continued upward movement with slower acceleration, while m...

DDR Weekly Brief - week-2026-33 expansion (medium confidence)

Week of 2026-08-10

For the week starting 2026-08-10, market signals remained in an expansion regime with medium confidence. Spot momentum was characterized as up_decel, indicating continued upward movement with slowing pace, while modul...

DDR Weekly Brief - week-2026-32 transition (medium confidence)

Week of 2026-08-03

For the week starting 2026-08-03, market signals indicate a transition regime with medium confidence. Spot momentum is characterized as up_decel, suggesting upward movement is slowing, while module pass-through remain...

DDR Weekly Brief - week-2026-31 transition (medium confidence)

Week of 2026-07-27

For the week starting 2026-07-27, market signals indicate a transition regime with medium confidence. Spot momentum is characterized as up_decel, suggesting prices are still moving higher but at a slower pace, while m...

DDR Weekly Brief - week-2026-30 transition (medium confidence)

Week of 2026-07-20

For the week starting 2026-07-20, market signals indicate a transition regime with medium confidence. Spot momentum is identified as up_accel, while module pass-through remains lagging. A contract reset has not been o...

DDR Weekly Brief - week-2026-29 transition (medium confidence)

Week of 2026-07-13

For the week starting 2026-07-13, market signals indicate a transition regime with medium confidence. Spot momentum is identified as up_decel, suggesting upward pricing movement is moderating. No contract reset has be...

DDR Weekly Brief - week-2026-28 transition (low confidence)

Week of 2026-07-06

For the week starting 2026-07-06, market signals indicate a transition regime with low confidence. Spot momentum is identified as up_decel, while both contract reset and module pass-through signals remain not_seen. Th...

DDR Weekly Brief - week-2026-27 transition (low confidence)

Week of 2026-06-29

For the week starting 2026-06-29, the market signals indicate a transition regime with low confidence. Spot momentum is described as up but decelerating, while neither a contract reset nor module pass-through has been...

DDR Weekly Brief - week-2026-26 transition (low confidence)

Week of 2026-06-22

For the week starting 2026-06-22, the market is flagged as being in a transition regime with low confidence. Spot momentum is characterized as up but decelerating, while no contract reset or module pass-through has be...

DDR Weekly Brief - week-2026-25 transition (low confidence)

Week of 2026-06-15

For the week starting 2026-06-15, the market is flagged as being in a transition regime with low confidence. Spot momentum is described as up_accel, while neither a contract reset nor module pass-through has been obse...

DDR Weekly Brief - week-2026-24 transition (low confidence)

Week of 2026-06-08

For the week starting 2026-06-08, the market is flagged as being in a transition regime with low confidence. Spot momentum is described as up but decelerating, while neither a contract reset nor module pass-through ha...

DDR Weekly Brief - week-2026-23 transition (low confidence)

Week of 2026-06-01

For the week starting 2026-06-01, the market is flagged as being in a transition regime with low confidence. Spot momentum is described as up but decelerating, while neither a contract reset nor module pass-through ha...

DDR Weekly Brief - week-2026-22 transition (low confidence)

Week of 2026-05-25

For the week starting 2026-05-25, the market is characterized as being in a transition regime with low confidence. Spot momentum is flagged as up_accel, while contract reset and module pass-through are both not seen;...

DDR Weekly Brief - week-2026-21 transition (low confidence)

Week of 2026-05-18

For the week starting 2026-05-18, market signals point to a transition regime with low confidence. Spot momentum is described as up but decelerating, while neither a contract reset nor module pass-through has been obs...

DDR Weekly Brief - week-2026-20 transition (low confidence)

Week of 2026-05-11

For the week starting 2026-05-11, the market is characterized as a transition regime with low confidence. Spot momentum is flagged as up_accel, while contract reset and module pass-through are both not_seen against a...

DDR Weekly Brief - week-2026-19 transition (low confidence)

Week of 2026-05-04

For the week starting 2026-05-04, the market signal set indicates a transition regime with low confidence. Spot momentum is flagged as "up_decel," suggesting upward movement with deceleration, while neither a contract...

DDR Weekly Brief - week-2026-18 transition (low confidence)

Week of 2026-04-27

For the week starting 2026-04-27, the market signal is in a transition regime with low confidence. Spot momentum is flagged as accelerating upward, while key structural markers—contract reset and module pass-through—a...

DDR Weekly Brief - week-2026-16 correction (medium confidence)

Week of 2026-04-13

For the week starting 2026-04-13, the market is characterized as being in a correction regime with medium confidence. Spot momentum is described as down but decelerating, while module pass-through remains lagging. No...

DDR Weekly Brief - week-2026-15 transition (low confidence)

Week of 2026-04-06

For the week starting 2026-04-06, the market signals point to a transition regime with low confidence. Spot momentum is flat, and neither a contract reset nor module pass-through has been observed. The contract reset...

DDR Weekly Brief - week-2026-14 correction (medium confidence)

Week of 2026-03-30

For the week starting 2026-03-30, the market signal set points to a correction regime with medium confidence. Spot momentum is described as down_accel, while module pass-through is lagging, indicating that spot-side w...

DDR Weekly Brief - week-2026-13 correction (medium confidence)

Week of 2026-03-23

For the week starting 2026-03-23, the market is characterized as being in a correction regime with medium confidence. Spot momentum is described as down_accel, while module pass-through is lagging. A contract reset ha...

DDR Weekly Brief - week-2026-12 transition (low confidence)

Week of 2026-03-16

For the week starting 2026-03-16, the market signals point to a transition regime with low confidence. Spot momentum is described as up_decel, indicating upward movement that is slowing, while neither a contract reset...

DDR Weekly Brief - week-2026-11 transition (low confidence)

Week of 2026-03-09

For the week starting 2026-03-09, the market is classified as in a transition regime with low confidence. Spot momentum is flagged as accelerating upward, while key structural signals—contract reset and module pass-th...

DDR Weekly Brief - week-2026-10 transition (low confidence)

Week of 2026-03-02

For the week starting 2026-03-02, the market signal set points to a transition regime with low confidence. Spot momentum is characterized as up but decelerating, while neither a contract reset nor module pass-through...

DDR Weekly Brief - week-2026-09 expansion (medium confidence)

Week of 2026-02-23

For the week starting 2026-02-23, the market signal set indicates an expansion regime with medium confidence. Spot momentum is flagged as up_accel, and module pass-through is confirmed. A contract reset has not been s...

DDR Weekly Brief - week-2026-08 transition (low confidence)

Week of 2026-02-16

For the week starting 2026-02-16, market signals point to a transition regime with low confidence. Spot momentum is flat, and there is no evidence of a contract reset or module pass-through. With a contract reset thre...

DDR Weekly Brief - week-2026-07 expansion (medium confidence)

Week of 2026-02-09

For the week starting 2026-02-09, signals indicate an expansion regime with medium confidence. Spot momentum is up but decelerating, and module pass-through is confirmed. A contract reset has not been seen, with the s...

DDR Weekly Brief - week-2026-06 expansion (medium confidence)

Week of 2026-02-02

For the week starting 2026-02-02, market signals point to an expansion regime with medium confidence. Spot momentum is characterized as accelerating upward, and module pass-through is confirmed, while no contract rese...

DDR Weekly Brief - week-2026-05 transition (medium confidence)

Week of 2026-01-26

For the week starting 2026-01-26, pricing signals indicate a transition regime with medium confidence. Spot momentum is flat, and neither a contract reset nor module pass-through has been observed. With limited week-o...

DDR Weekly Brief - week-2026-04 transition (medium confidence)

Week of 2026-01-19

For the week starting 2026-01-19, memory market signals point to a transition regime with medium confidence. Spot momentum is flat, and there is no evidence yet of a contract reset or module pass-through, both explici...