Weekly brief · Week of May 11, 2026
DDR Weekly Brief - week-2026-20
Updated May 11, 2026 03:02 UTC
For the week starting 2026-05-11, the market is characterized as a transition regime with low confidence. Spot momentum is flagged as up_accel, while contract reset and module pass-through are both not_seen against a stated contract reset threshold of 10.0. Price levels are available for DDR5 (40.0), DDR4 (35.2625), and GDDR6 (11.829), while index values, week-over-week changes, and 4-week trends are not provided and therefore cannot be assessed.
Key numbers
| Series | Weekly avg | Week | 4 weeks | 12 weeks | vs high | 12-week trend |
|---|---|---|---|---|---|---|
| DDR5 | $40.45 | +3.7% | +8.7% | +6.5% | 0.0% | |
| DDR4 | $35.42 | -2.0% | -16.0% | -21.8% | -23.5% | |
| GDDR6 | $11.71 | -1.1% | -5.7% | +22.0% | -8.4% | |
| DDR5 Module | $215.53 | -0.3% | -3.1% | -13.8% | -13.8% |
Scorecard
| Regime | transition |
| Confidence | low |
| Contract Reset | not seen |
| Spot Momentum | up accel |
| Module Pass-through | not seen |
How spot, module and contract compare
On available spot pricing, DDR5 at 40.0 is higher than DDR4 at 35.2625, and both are substantially above GDDR6 at 11.829. No index values are reported for any series, and without week-over-week or 4-week trend data, relative momentum comparisons beyond the spot snapshot are not possible.
| 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
- No week-over-week changes are available for DDR5, DDR4, or GDDR6.
- 4-week trend data is missing across all series.
- Contract reset remains not_seen relative to the 10.0 threshold.
- Module pass-through is not_seen.
Regime call
transition (low confidence)
What to watch next
- Monitor whether spot momentum (up_accel) is corroborated by reported week-over-week changes when available.
- Watch for any emergence of contract reset activity relative to the 10.0 threshold.
- Track the appearance of module pass-through signals to assess pricing transmission.
- Look for the release of index values and trend metrics to improve confidence, which is currently low.