Weekly brief · Week of Feb 9, 2026
DDR Weekly Brief - week-2026-07
Updated Feb 09, 2026 03:02 UTC
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 stated reset threshold at 10.0. Price levels are reported for DDR5, DDR4, and GDDR6, while week-over-week changes and 4-week trends are not provided.
Key numbers
| Series | Weekly avg | Week | 4 weeks | 12 weeks | vs high | 12-week trend |
|---|---|---|---|---|---|---|
| DDR5 | $37.98 | -0.1% | n/a | n/a | -0.1% | |
| DDR4 | $45.30 | +0.4% | n/a | n/a | -1.0% | |
| GDDR6 | $9.60 | +9.0% | n/a | n/a | 0.0% | |
| DDR5 Module | $250 | +0.9% | 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 | expansion |
| Confidence | medium |
| Contract Reset | not seen |
| Spot Momentum | up decel |
| Module Pass-through | confirmed |
Jan 19Transition
Jan 26Correction
Feb 2Expansion
Feb 9Expansion
How spot, module and contract compare
Among the reported prices, DDR4 is highest at 44.9865, followed by DDR5 at 37.833, with GDDR6 substantially lower at 8.865. Index values, week-over-week changes, and 4-week trends are missing for all three series, limiting comparative trend analysis to level differences only.
| 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.
What changed
- No week-over-week changes are provided for DDR5, DDR4, or GDDR6.
- 4-week trend data is missing across all series.
- Spot momentum is characterized as up but decelerating.
- Module pass-through is confirmed.
- Contract reset is not seen relative to the stated threshold of 10.0.
Regime call
expansion (medium confidence)
What to watch next
- Availability of week-over-week and 4-week trend data to contextualize recent price levels.
- Confirmation status of any contract reset against the 10.0 threshold.
- Whether the up-decelerating spot momentum persists or stabilizes within the expansion regime.