Weekly brief · Week of Aug 3, 2026
DDR Weekly Brief - week-2026-32
Updated Aug 03, 2026 03:02 UTC
For the week starting 2026-08-03, market signals indicate a transition regime with medium confidence. Spot momentum is characterized as up_decel, suggesting upward movement is slowing, while module pass-through remains lagging. No contract reset has been observed, and the stated contract reset threshold is 10.0. Available pricing data shows DDR5 at 51.0, DDR4 at 48.5785, and GDDR6 at 11.613. No index values, week-over-week changes, or four-week trend data were provided for these categories.
Key numbers
| Series | Weekly avg | Week | 4 weeks | 12 weeks | vs high | 12-week trend |
|---|---|---|---|---|---|---|
| DDR5 | $51.38 | +0.9% | +8.5% | +27.0% | 0.0% | |
| DDR4 | $48.82 | +1.3% | +10.2% | +37.8% | 0.0% | |
| GDDR6 | $11.64 | +0.2% | +0.6% | -0.6% | -9.0% | |
| DDR5 Module | $214.73 | +1.8% | +2.8% | -0.4% | -14.1% |
Scorecard
| Regime | transition |
| Confidence | medium |
| Contract Reset | not seen |
| Spot Momentum | up decel |
| Module Pass-through | lagging |
How spot, module and contract compare
Among the reported memory categories, DDR5 has the highest listed price value at 51.0, followed closely by DDR4 at 48.5785, while GDDR6 is materially lower at 11.613. Because index values, week-over-week changes, and four-week trend metrics are unavailable, direct momentum or trend comparisons across categories cannot be established from the provided dataset.
| 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
- Market regime is identified as transition with medium confidence.
- Spot momentum is described as up_decel, indicating slowing upward momentum.
- Module pass-through is lagging.
- No contract reset has been seen despite a contract reset threshold of 10.0.
- DDR5 price value is 51.0.
Regime call
transition (medium confidence)
What to watch next
- Monitor for any emergence of a contract reset relative to the 10.0 threshold.
- Track whether spot momentum continues to decelerate or stabilizes.
- Watch for changes in module pass-through behavior.
- Additional index values, week-over-week changes, and four-week trend data are needed for broader trend assessment.