Weekly brief · Week of Jul 27, 2026
DDR Weekly Brief - week-2026-31
Updated Jul 27, 2026 03:02 UTC
For the week starting 2026-07-27, market signals indicate a transition regime with medium confidence. Spot momentum is characterized as up_decel, suggesting prices are still moving higher but at a slower pace, while module pass-through remains lagging. No contract reset has been observed, and the stated contract reset threshold is 10.0. Pricing data shows DDR5 at 50.833, DDR4 at 47.8875, and GDDR6 at 11.613.
Key numbers
| Series | Weekly avg | Week | 4 weeks | 12 weeks | vs high | 12-week trend |
|---|---|---|---|---|---|---|
| DDR5 | $50.92 | +1.3% | +8.9% | +30.6% | 0.0% | |
| DDR4 | $48.20 | +3.5% | +11.8% | +33.4% | 0.0% | |
| GDDR6 | $11.61 | 0.0% | +0.8% | -1.9% | -9.1% | |
| DDR5 Module | $210.87 | +0.9% | +1.1% | -2.5% | -15.7% |
Scorecard
| Regime | transition |
| Confidence | medium |
| Contract Reset | not seen |
| Spot Momentum | up decel |
| Module Pass-through | lagging |
How spot, module and contract compare
DDR5 remains priced above DDR4 based on the reported values of 50.833 versus 47.8875, while GDDR6 is materially lower at 11.613. No week-over-week changes, four-week trend data, or index values were provided for any category, limiting direct trend comparison across products.
| Contract item | Price | Change | Print date |
|---|---|---|---|
| DDR5 8GB SO-DIMM | $130 | +13.0% | Jul 31 |
| DDR4 16GB SO-DIMM | $265 | +16.7% | Jul 31 |
| DDR4 8GB SO-DIMM | $139 | +16.8% | Jul 31 |
What changed
- The market regime is identified as transition with medium confidence.
- Spot momentum is classified as up_decel.
- Module pass-through is described as lagging.
- No contract reset has been seen.
- DDR5 pricing was reported at 50.833.
Regime call
transition (medium confidence)
What to watch next
- Monitor for any emergence of a contract reset relative to the 10.0 threshold.
- Watch whether lagging module pass-through begins to align with spot market conditions.
- Track whether the current up_decel spot momentum persists or stabilizes.
- Additional week-over-week and four-week trend data would be needed to assess directional consistency.