DDR Weekly Brief - week-2026-13
Week of 2026-03-23
Last updated: Mar 23, 2026 03:02 UTC
Executive Summary
For the week starting 2026-03-23, the market is characterized as being in a correction regime with medium confidence. Spot momentum is described as down_accel, while module pass-through is lagging. A contract reset has not been seen, with the stated threshold at 10.0. Reported spot prices are 38.667 for DDR5, 45.315 for DDR4, and 11.462 for GDDR6. Week-over-week changes and four-week trends are not provided in the data.
Scorecard
| Regime | correction |
| Confidence | medium |
| Contract Reset | not seen |
| Spot Momentum | down accel |
| Module Pass-through | lagging |
Source Comparison
Based on the available spot prices, DDR4 at 45.315 is priced above DDR5 at 38.667, while GDDR6 at 11.462 is substantially lower than both. No index values are reported for any of the series, and the absence of week-over-week change data prevents a quantitative comparison of recent price movements across products.
What Changed vs Last Week
- Market regime is identified as a correction with medium confidence.
- Spot momentum is labeled down_accel, indicating accelerating downside per the signal.
- Module pass-through is described as lagging.
- No contract reset has been observed; the referenced threshold is 10.0.
- Week-over-week changes and four-week trends are missing for DDR5, DDR4, and GDDR6.
Regime Call
correction (medium confidence)
What to Watch Next
- Whether a contract reset occurs relative to the 10.0 threshold.
- Updates to week-over-week change and four-week trend data once available.
- Any change in the stated market regime or confidence level.
- Evidence of improvement or further lag in module pass-through signals.