NANDWatcher Market Briefs

NANDWatcher delivers independent weekly analysis of NAND and storage markets, combining index data with curated signals from industry news.

Week 2026-36 Last updated: Sep 01, 2026 06:42 UTC
Executive Summary – Week 2026-36

For the week starting 2026-08-31, market signals continued to indicate an expansion regime with medium confidence. Spot momentum was classified as up_decel, pointing to continued upward movement with slower acceleration, while module pass-through remained confirmed. No contract reset was observed, and the stated contract reset threshold was 10.0. Pricing data showed DDR5 at 53.933, DDR4 at 51.6525, and GDDR6 at 11.706.

Read full brief
Storage Market Regime
Expansion
Confidence Medium
Contract Pricing Not Seen
Last Updated Sep 01, 2026
Indexed market indicators - not live prices. NANDWatcher blends RAM and storage indicators where available. Storage indices are still building out.

Storage Stress Index (Indexed)

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.

Weekly Snapshot

Spot momentumUp Decel
Module pass-throughConfirmed
Contract resetNot Seen
Volatility flagLater

Source Comparison

Spot: Up Decel · Module: Confirmed · Contract: Not Seen

Among the reported categories, DDR5 posted the highest quoted price value at 53.933, followed by DDR4 at 51.6525, while GDDR6 remained substantially lower at 11.706. No index values, week-over-week changes, or four-week trend metrics were provided for any series, limiting direct trend comparison across products.

Latest Brief

DDR Weekly Brief - week-2026-36
  • Expansion regime remained in place with medium confidence.
  • Spot momentum was identified as up_decel.
  • Module pass-through status was confirmed.
Read full brief

News Signals

No relevant news captured yet.

Data Quality

Ok
  • No anomalies detected in recent fetches or index moves.
dram contract Jul 31, 07:00 UTC