DDR Weekly Brief - week-2026-07
Week of 2026-02-09
Last updated: Feb 09, 2026 03:02 UTC
Executive Summary
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.
Scorecard
| Regime | expansion |
| Confidence | medium |
| Contract Reset | not seen |
| Spot Momentum | up decel |
| Module Pass-through | confirmed |
Source Comparison
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.
What Changed vs Last Week
- 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.