Weekly brief · Week of Jun 29, 2026

DDR Weekly Brief - week-2026-27

Updated Jun 29, 2026 03:02 UTC

For the week starting 2026-06-29, the market signals indicate 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 seen. Pricing data is available for major memory categories, but week-over-week and four-week trend measures are not provided, limiting change attribution.

Key numbers

SeriesWeekly avgWeek4 weeks12 weeksvs high12-week trend
DDR5 $46.75 +0.4% +9.2% +26.3% 0.0%
DDR4 $43.12 +4.2% +14.0% +0.5% -6.8%
GDDR6 $11.52 0.0% -1.1% -7.2% -9.8%
DDR5 Module $208.53 -0.2% -1.9% -6.3% -16.6%
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
May 11Transition
May 18Transition
May 25Transition
Jun 1Transition
Jun 8Transition
Jun 15Transition
Jun 22Transition
Jun 29Transition

How spot, module and contract compare

On an absolute price basis, DDR5 is priced at 46.733, above DDR4 at 42.319, while GDDR6 is significantly lower at 11.522. No index values, week-over-week changes, or four-week trends are available for any of the series, so relative movement comparisons cannot be made beyond current price levels.

Contract itemPriceChangePrint date
DDR5 8GB SO-DIMM $115 +2.7% Jun 30
DDR4 16GB SO-DIMM $227 0.0% Jun 30
DDR4 8GB SO-DIMM $119 0.0% Jun 30
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