Weekly brief · Week of Jan 19, 2026
DDR Weekly Brief - week-2026-04
Updated Jan 24, 2026 17:10 UTC
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 explicitly marked as not seen. Available spot price data shows DDR5 at 36.667, DDR4 at 45.7625, and GDDR6 at 7.154, while week-over-week changes and four-week trends are not available and therefore cannot be assessed.
Key numbers
| Series | Weekly avg | Week | 4 weeks | 12 weeks | vs high | 12-week trend |
|---|---|---|---|---|---|---|
| DDR5 | $36.67 | n/a | n/a | n/a | 0.0% | |
| DDR4 | $45.76 | n/a | n/a | n/a | 0.0% | |
| GDDR6 | $7.15 | n/a | n/a | n/a | 0.0% | |
| DDR5 Module | $177.50 | n/a | n/a | n/a | 0.0% |
Scorecard
| Regime | transition |
| Confidence | medium |
| Contract Reset | not seen |
| Spot Momentum | flat |
| Module Pass-through | not seen |
How spot, module and contract compare
Based on the limited price snapshots provided, DDR4 remains priced above DDR5, with both well above GDDR6 on an absolute basis. However, the absence of index values, week-over-week changes, and four-week trend data for all three products means relative momentum or directional comparisons cannot be made this week.
| Contract item | Price | Change | Print date |
|---|---|---|---|
| DDR5 8GB SO-DIMM | $39.50 | +8.2% | Dec 31 |
| DDR4 16GB SO-DIMM | $87.00 | +18.4% | Dec 31 |
| DDR4 8GB SO-DIMM | $46.50 | +19.2% | Dec 31 |
News signals
-
Samsung raising wholesale DRAM and SSD memory prices up to 80% as gap between consumer and enterprise products widened
Supply constraint: Indicates tighter availability that can pressure spot pricing.Price inflation: Signals upward pricing pressure in memory markets.
-
SSD and NAND Flash Prices to Surge in 2026 Amid AI Demand
Price inflation: Signals upward pricing pressure in memory markets.AI demand: Suggests demand pull from AI workloads that can tighten supply.
-
NAND shortages help Phison to enter US server supply chain
Supply constraint: Indicates tighter availability that can pressure spot pricing.Price inflation: Signals upward pricing pressure in memory markets.AI demand: Suggests demand pull from AI workloads that can tighten supply.
-
Tesla, BYD Production Could Be Hit By DRAM Chip Shortage, Report Says
Supply constraint: Indicates tighter availability that can pressure spot pricing.AI demand: Suggests demand pull from AI workloads that can tighten supply.
What changed
- Market regime flagged as transition with medium confidence for the week starting 2026-01-19.
- Spot momentum reported as flat, with no quantitative change data available.
- No contract reset observed, and the contract reset threshold of 10.0 has not been tested.
- No module pass-through signals observed during the week.
- Spot price snapshots recorded for DDR5 (36.667), DDR4 (45.7625), and GDDR6 (7.154), with no week-over-week change data provided.
Regime call
transition (medium confidence)
What to watch next
- Whether contract reset signals emerge, given none have been seen so far despite a defined threshold.
- Any appearance of week-over-week or multi-week trend data, which is currently missing for all series.
- Developments tied to Samsung raising wholesale DRAM and SSD memory prices, reported by Notebookcheck on 2026-01-23.
- Follow-through from reports of SSD and NAND Flash prices surging amid AI demand, reported by WebProNews on 2026-01-22.
- Ongoing coverage of DRAM and NAND shortages highlighted by Digitimes and Yahoo on 2026-01-22.