DDR Weekly Brief - week-2026-12
Week of 2026-03-16
Last updated: Mar 16, 2026 03:02 UTC
Executive Summary
For the week starting 2026-03-16, the market signals point to a transition regime with low confidence. Spot momentum is described as up_decel, indicating upward movement that is slowing, while neither a contract reset nor module pass-through has been observed. The contract reset threshold is specified at 10.0, but there is no indication it has been met. No supporting news items were provided for this week.
Scorecard
| Regime | transition |
| Confidence | low |
| Contract Reset | not seen |
| Spot Momentum | up decel |
| Module Pass-through | not seen |
Source Comparison
Current spot price levels show DDR4 at 45.4885, above DDR5 at 39.333, with GDDR6 significantly lower at 10.721. Week-over-week changes and four-week trends are not available for any of the series, limiting comparison to absolute price levels only.
What Changed vs Last Week
- Regime is classified as transition with low confidence.
- Spot momentum is up but decelerating.
- No contract reset observed relative to the 10.0 threshold.
- No module pass-through observed.
- Week-over-week changes and four-week trends are not provided for DDR5, DDR4, or GDDR6.
Regime Call
transition (low confidence)
What to Watch Next
- Whether spot momentum stabilizes or continues to decelerate.
- Any emergence of contract reset signals relative to the stated threshold.
- Evidence of module pass-through appearing in subsequent data releases.
- Availability of week-over-week and multi-week trend data to contextualize price levels.