Weekly brief · Week of May 4, 2026
DDR Weekly Brief - week-2026-19
Updated May 04, 2026 03:02 UTC
For the week starting 2026-05-04, the market signal set indicates a transition regime with low confidence. Spot momentum is flagged as "up_decel," suggesting upward movement with deceleration, while neither a contract reset nor module pass-through has been observed. No week-over-week changes, four-week trends, or index values are available for the tracked series, and no relevant news items were provided for this period.
Key numbers
| Series | Weekly avg | Week | 4 weeks | 12 weeks | vs high | 12-week trend |
|---|---|---|---|---|---|---|
| DDR5 | $39.00 | 0.0% | +5.4% | +2.7% | -1.6% | |
| DDR4 | $36.13 | -2.7% | -15.8% | -20.2% | -21.9% | |
| GDDR6 | $11.84 | -1.0% | -4.6% | +23.3% | -7.4% | |
| DDR5 Module | $216.17 | -1.1% | -2.8% | -13.5% | -13.5% |
Scorecard
| Regime | transition |
| Confidence | low |
| Contract Reset | not seen |
| Spot Momentum | up decel |
| Module Pass-through | not seen |
How spot, module and contract compare
Across the available spot price data, DDR5 is priced at 38.833, slightly above DDR4 at 36.7715, while GDDR6 is substantially lower at 11.962. Direct comparisons are limited to these absolute price levels, as index values, week-over-week changes, and multi-week trends are not reported for any of the three categories.
| Contract item | Price | Change | Print date |
|---|---|---|---|
| DDR5 8GB SO-DIMM | $109 | +45.3% | Apr 30 |
| DDR4 16GB SO-DIMM | $227 | +33.5% | Apr 30 |
| DDR4 8GB SO-DIMM | $119 | +40.0% | Apr 30 |
What changed
- Market regime is classified as a transition with low confidence.
- Spot momentum is labeled as up_decel, indicating slowing upward movement.
- No contract reset has been seen, and the contract reset threshold of 10.0 has not been triggered.
- No module pass-through has been observed.
- Week-over-week changes and four-week trends are missing for DDR5, DDR4, and GDDR6.
Regime call
transition (low confidence)
What to watch next
- Whether spot momentum continues to decelerate or stabilizes, given the current up_decel signal.
- Any emergence of a contract reset or module pass-through, which have not been seen to date.
- Availability of week-over-week and multi-week trend data to contextualize current price levels.
- Shifts in regime classification or confidence level as additional data becomes available.