DDR Weekly Brief - week-2026-39
Week of 2026-09-21
Last updated: Sep 21, 2026 03:02 UTC
Executive Summary
For the week starting 2026-09-21, market signals indicate a transition regime with medium confidence. Spot momentum is characterized as accelerating upward, while module pass-through remains lagging. A contract reset has not been observed, and the stated contract reset threshold is 10.0. Current quoted price values are 56.417 for DDR5, 49.175 for DDR4, and 11.844 for GDDR6.
Scorecard
| Regime | transition |
| Confidence | medium |
| Contract Reset | not seen |
| Spot Momentum | up accel |
| Module Pass-through | lagging |
Source Comparison
DDR5 holds the highest reported price value at 56.417, followed by DDR4 at 49.175, while GDDR6 remains substantially lower at 11.844. No index values, week-over-week changes, or four-week trend data were provided for any category, limiting visibility into relative performance changes over time.
What Changed vs Last Week
- Market regime is identified as transition with medium confidence.
- Spot momentum is flagged as up_accel, indicating accelerating upward spot activity.
- Module pass-through is described as lagging.
- Contract reset status remains not_seen against a threshold value of 10.0.
- DDR5 price value: 56.417; DDR4 price value: 49.175; GDDR6 price value: 11.844.
Regime Call
transition (medium confidence)
What to Watch Next
- Monitor whether contract reset conditions emerge relative to the 10.0 threshold.
- Track whether accelerating spot momentum begins to translate into stronger module pass-through.
- Watch for the release of missing week-over-week and four-week trend data to improve market visibility.
- No news items were provided for this reporting period.