Weekly brief · Week of Jul 20, 2026
DDR Weekly Brief - week-2026-30
Updated Jul 20, 2026 03:02 UTC
For the week starting 2026-07-20, market signals indicate a transition regime with medium confidence. Spot momentum is identified as up_accel, while module pass-through remains lagging. A contract reset has not been observed, and the stated contract reset threshold is 10.0. Current price values in the dataset are 49.767 for DDR5, 45.975 for DDR4, and 11.585 for GDDR6.
Key numbers
| Series | Weekly avg | Week | 4 weeks | 12 weeks | vs high | 12-week trend |
|---|---|---|---|---|---|---|
| DDR5 | $50.26 | +2.8% | +8.0% | +28.9% | 0.0% | |
| DDR4 | $46.56 | +2.7% | +12.5% | +25.4% | 0.0% | |
| GDDR6 | $11.61 | +0.2% | +0.8% | -2.9% | -9.1% | |
| DDR5 Module | $209 | 0.0% | 0.0% | -4.3% | -16.4% |
Scorecard
| Regime | transition |
| Confidence | medium |
| Contract Reset | not seen |
| Spot Momentum | up accel |
| Module Pass-through | lagging |
How spot, module and contract compare
DDR5 holds the highest reported price value at 49.767, followed by DDR4 at 45.975, while GDDR6 remains materially lower at 11.585. No index values, week-over-week changes, or four-week trend metrics were provided for any series, limiting direct momentum and trend comparisons across categories.
| Contract item | Price | Change | Print 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 |
What changed
- Market regime is classified as transition with medium confidence.
- Spot momentum is marked as up_accel.
- Module pass-through is described as lagging.
- No contract reset has been seen despite a stated threshold of 10.0.
- DDR5 price value: 49.767.
Regime call
transition (medium confidence)
What to watch next
- Monitor whether contract reset conditions emerge relative to the 10.0 threshold.
- Track whether lagging module pass-through begins to align with accelerating spot momentum.
- Watch for the release of week-over-week and four-week trend data, which are currently unavailable.
- Observe relative pricing gaps between DDR5, DDR4, and GDDR6 as additional data becomes available.