Weekly brief · Week of Feb 16, 2026
DDR Weekly Brief - week-2026-08
Updated Feb 16, 2026 03:02 UTC
For the week starting 2026-02-16, market signals point to a transition regime with low confidence. Spot momentum is flat, and there is no evidence of a contract reset or module pass-through. With a contract reset threshold noted at 10.0, current conditions do not indicate that this level has been reached. Overall visibility remains limited due to missing series-level pricing and index data.
Scorecard
| Regime | transition |
| Confidence | low |
| Contract Reset | not seen |
| Spot Momentum | flat |
| Module Pass-through | not seen |
Jan 19Transition
Jan 26Correction
Feb 2Expansion
Feb 9Expansion
How spot, module and contract compare
Comparative assessment across DDR5, DDR4, and GDDR6 is not possible this week. Index values, price values, week-over-week changes, and four-week trends are all unavailable for each series, preventing cross-segment performance evaluation.
| 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 reclaims top spot in global DRAM market in 4Q
- World : Samsung Reclaims Top Spot In Global Dram Market In 4Q
- Samsung retakes top spot in global DRAM market in Q4 2025
- Samsung reclaims top spot in global DRAM market in Q4
What changed
- Week-over-week changes are unavailable for DDR5, DDR4, and GDDR6 due to missing data.
- No contract reset observed; module pass-through not seen.
- Spot momentum reported as flat, without supporting price series detail.
Regime call
transition (low confidence)
What to watch next
- Availability of series-level index and price data to restore comparative analysis.
- Confirmation signals around contract resets relative to the 10.0 threshold.
- Any change in regime confidence from the current low level.