DDRWatcher Market Briefs

DDRWatcher delivers independent weekly analysis of DRAM markets and price stress, combining indexed data with curated signals from industry news.

Week 2026-39 Last updated: Sep 21, 2026 03:02 UTC
Executive Summary – Week 2026-39

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.

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DDR Market Regime
Transition
Confidence Medium
Contract Pricing Not Seen
Last Updated Sep 21, 2026
Indexed market indicators - not live prices.

DDR Stress Index: DDR5, DDR4, GDDR6

Cadence
Series
Viewing: Daily
Index = each series normalized to 100 at its base period. Prices shown in USD.
Right-edge labels show each index series. Base = 100 at the first available period.
Latest series levels (Daily)
Series Index Price (USD) Date (UTC)
DDR5 153.86 $56.4170 2026-09-21
DDR4 107.46 $49.1750 2026-09-21
GDDR6 165.56 $11.8440 2026-09-21
Values are indexed and derived from public DRAMeXchange spot/module tables; not live prices.

Weekly Snapshot

Spot momentumUp Accel
Module pass-throughLagging
Contract resetNot Seen
Volatility flagLater

Source Comparison

Spot: Up Accel · Module: Lagging · Contract: Not Seen

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.

Latest Brief

DDR Weekly Brief - week-2026-39
  • 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.
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News Signals

No relevant news captured yet.

Data Quality

Warn
  • dram spot has 1/3 sessions in last 24h.
  • gddr spot has 1/3 sessions in last 24h.
  • module spot has 1/3 sessions in last 24h.
dram contract Jul 31, 07:00 UTC
dram spot Sep 21, 03:00 UTC
gddr spot Sep 21, 03:00 UTC
module spot Sep 21, 03:00 UTC