Weekly brief · Week of Jan 26, 2026
DDR Weekly Brief - week-2026-05
Updated Jan 26, 2026 06:02 UTC
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-over-week and trend data available, the current read emphasizes level-setting rather than directional movement.
Key numbers
| Series | Weekly avg | Week | 4 weeks | 12 weeks | vs high | 12-week trend |
|---|---|---|---|---|---|---|
| DDR5 | $36.62 | -0.1% | n/a | n/a | -0.1% | |
| DDR4 | $45.54 | -0.5% | n/a | n/a | -0.5% | |
| GDDR6 | $7.97 | +11.5% | n/a | n/a | 0.0% | |
| DDR5 Module | $212.32 | +19.6% | n/a | n/a | 0.0% |
Spot prices in USD from DRAMeXchange session averages. Rising prices are red (market stress), falling prices green.
Scorecard
| Regime | transition |
| Confidence | medium |
| Contract Reset | not seen |
| Spot Momentum | flat |
| Module Pass-through | not seen |
Jan 19Transition
Jan 26Correction
How spot, module and contract compare
Among reported spot prices, DDR4 is highest at 45.7625, followed by DDR5 at 36.667, while GDDR6 is materially lower at 7.154. Index values, week-over-week changes, and four-week trends are not provided for any category, limiting cross-series trend comparisons beyond absolute price levels.
| Contract item | Price | Change | Print date |
|---|---|---|---|
| DDR5 8GB SO-DIMM | $75.00 | +89.9% | Jan 30 |
| DDR4 16GB SO-DIMM | $160 | +83.9% | Jan 30 |
| DDR4 8GB SO-DIMM | $85.00 | +82.8% | Jan 30 |
Contract prices publish monthly. A confirmed reset needs a 10% rise on a tracked SO-DIMM item.
News signals
-
Samsung reportedly plans to more than double 1Q26 NAND flash prices
Price inflation: Signals upward pricing pressure in memory markets.AI demand: Suggests demand pull from AI workloads that can tighten supply.Structural shift: Points to longer-term changes in supply structure or policy risk.
What changed
- Spot momentum is reported as flat for the week.
- No contract reset has been seen; the contract reset threshold of 10.0 is noted but not triggered.
- Module pass-through has not been observed.
- Week-over-week changes and four-week trends are not available for DDR5, DDR4, or GDDR6.
Regime call
transition (medium confidence)
What to watch next
- Monitor for the emergence of week-over-week changes or four-week trends as data becomes available.
- Watch for any indication of contract reset activity relative to the 10.0 threshold.
- Track whether module pass-through begins to appear in subsequent readings.
- Observe if the transition regime and medium confidence persist or change with additional data.