Weekly brief · Week of Feb 2, 2026
DDR Weekly Brief - week-2026-06
Updated Feb 02, 2026 03:02 UTC
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 reset has been observed against a stated threshold of 10.0. Current spot prices are reported for DDR5 at 38.167, DDR4 at 45.3025, and GDDR6 at 8.038. No week-over-week changes or four-week trends are available, and there are no material news items provided.
Key numbers
| Series | Weekly avg | Week | 4 weeks | 12 weeks | vs high | 12-week trend |
|---|---|---|---|---|---|---|
| DDR5 | $38.01 | +3.8% | n/a | n/a | 0.0% | |
| DDR4 | $45.12 | -0.9% | n/a | n/a | -1.4% | |
| GDDR6 | $8.81 | +10.5% | n/a | n/a | 0.0% | |
| DDR5 Module | $247.67 | +16.6% | n/a | n/a | 0.0% |
Scorecard
| Regime | expansion |
| Confidence | medium |
| Contract Reset | not seen |
| Spot Momentum | up accel |
| Module Pass-through | confirmed |
How spot, module and contract compare
Across memory types, DDR4 carries the highest reported spot price at 45.3025, followed by DDR5 at 38.167, with GDDR6 substantially lower at 8.038. Index values are not provided for any series, and comparative momentum or trend measures cannot be assessed due to missing week-over-week and four-week data.
| 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 |
What changed
- Spot momentum is labeled as up_accel, indicating accelerating upward movement, though no numerical change is provided.
- Module pass-through is confirmed, suggesting pricing signals are transmitting through the module layer.
- No contract reset has been seen relative to the 10.0 threshold.
- Week-over-week changes and four-week trends are not available for DDR5, DDR4, or GDDR6.
Regime call
expansion (medium confidence)
What to watch next
- Monitor for any appearance of a contract reset in relation to the 10.0 threshold.
- Watch for the release of week-over-week change and four-week trend data to contextualize momentum.
- Track whether module pass-through remains confirmed in subsequent updates.
- Observe any shifts in regime confidence from the current medium level.