NANDWatcher

NANDWatcher Market Briefs

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

Week 2026-29 Last updated: Jul 17, 2026 10:12 UTC
Executive Summary – Week 2026-29

For the week starting 2026-07-13, market signals indicate a transition regime with medium confidence. Spot momentum is identified as up_decel, suggesting upward pricing movement is moderating. No contract reset has been observed, and module pass-through has also not been seen. The contract reset threshold remains set at 10.0. Current quoted price values are 48.167 for DDR5, 44.8125 for DDR4, and 11.565 for GDDR6.

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Storage Market Regime
Transition
Confidence Medium
Contract Pricing Not Seen
Last Updated Jul 17, 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 Accel
Module pass-throughNot Seen
Contract resetNot Seen
Volatility flagLater

Source Comparison

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

DDR5 continues to hold the highest quoted price value at 48.167, followed by DDR4 at 44.8125, while GDDR6 remains significantly lower at 11.565. No index values, week-over-week changes, or four-week trend data were provided for any category, limiting direct trend comparison across products.

Latest Brief

DDR Weekly Brief - week-2026-29
  • Market regime is classified as transition with medium confidence.
  • Spot momentum is characterized as up_decel.
  • No contract reset has been observed.
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News Signals

No relevant news captured yet.

Data Quality

Ok
  • No anomalies detected in recent fetches or index moves.
dram contract May 29, 07:00 UTC