Weekly brief · Week of Mar 2, 2026

DDR Weekly Brief - week-2026-10

Updated Mar 02, 2026 03:02 UTC

For the week starting 2026-03-02, the market signal set points to a transition regime with low confidence. Spot momentum is characterized as up but decelerating, while neither a contract reset nor module pass-through has been observed. Price snapshots are available, but week-over-week changes, four-week trends, and index values are not reported, limiting change-based interpretation.

Key numbers

SeriesWeekly avgWeek4 weeks12 weeksvs high12-week trend
DDR5 $39.34 +1.5% +3.5% n/a 0.0%
DDR4 $45.62 -1.4% +1.1% n/a -1.4%
GDDR6 $10.20 +3.5% +15.7% n/a 0.0%
DDR5 Module $245 -0.1% -1.1% n/a -2.0%
Spot prices in USD from DRAMeXchange session averages. Rising prices are red (market stress), falling prices green.

Scorecard

Regimetransition
Confidencelow
Contract Resetnot seen
Spot Momentumup decel
Module Pass-throughnot seen
Jan 19Transition
Jan 26Correction
Feb 2Expansion
Feb 9Expansion
Feb 23Expansion
Mar 2Transition

How spot, module and contract compare

On reported spot prices, DDR4 is higher than DDR5, with DDR4 at 46.792 and DDR5 at 39.167, while GDDR6 is substantially lower at 9.865. Because index values and trend metrics are missing for all series, these comparisons reflect only the current price levels and not relative performance over time.

Contract itemPriceChangePrint date
DDR5 8GB SO-DIMM $75.00 0.0% Feb 26
DDR4 16GB SO-DIMM $165 +3.1% Feb 26
DDR4 8GB SO-DIMM $85.00 0.0% Feb 26
Contract prices publish monthly. A confirmed reset needs a 10% rise on a tracked SO-DIMM item.

What changed

Regime call

transition (low confidence)

What to watch next