Weekly brief · Week of May 18, 2026
DDR Weekly Brief - week-2026-21
Updated May 18, 2026 03:02 UTC
For the week starting 2026-05-18, market signals point to a transition regime with low confidence. Spot momentum is described as up but decelerating, while neither a contract reset nor module pass-through has been observed. Pricing snapshots show DDR5 at 41.267, DDR4 at 35.366, and GDDR6 at 11.702. Week-over-week changes and four-week trends are not available in the data, limiting confirmation of short-term direction.
Key numbers
| Series | Weekly avg | Week | 4 weeks | 12 weeks | vs high | 12-week trend |
|---|---|---|---|---|---|---|
| DDR5 | $41.24 | +1.9% | +10.8% | +6.4% | 0.0% | |
| DDR4 | $35.92 | +1.4% | -14.8% | -22.4% | -22.4% | |
| GDDR6 | $11.64 | -0.6% | -6.2% | +18.1% | -8.9% | |
| DDR5 Module | $215.03 | -0.2% | -3.4% | -12.4% | -14.0% |
Scorecard
| Regime | transition |
| Confidence | low |
| Contract Reset | not seen |
| Spot Momentum | up decel |
| Module Pass-through | not seen |
How spot, module and contract compare
Among the series reported, DDR5 carries a higher price level than DDR4, and both are materially above GDDR6 based on the latest price values provided. No index values, week-over-week changes, or four-week trends are reported for any of the series, so relative momentum or convergence cannot be assessed from this dataset.
| 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 flagged as a transition with low confidence.
- Spot momentum is noted as up_decel, indicating upward movement with deceleration.
- No contract reset observed; the contract reset threshold of 10.0 is noted but not triggered.
- No module pass-through 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
- Confirmation or absence of a contract reset relative to the 10.0 threshold.
- Any evidence of module pass-through emerging in subsequent data.
- Updates to week-over-week changes or four-week trends as data becomes available.
- Shifts in regime classification or confidence levels in future reports.