Methodology

NANDWatcher currently mirrors the DDRWatcher methodology until its own indices are published.

DDRWatcher tracks public DRAMeXchange spot, module spot, and contract price tables, then computes weekly indexed indicators. This site presents market regime signals, not live prices.

What is tracked

• DDR5 chip spot (representative: DDR5 16G 2Gx8)
• DDR5 module spot (representative: DDR5 UDIMM 16GB)
• DDR contract pricing resets (selected SO-DIMM items)

What is measured

• Weekly average session prices per series
• Indexed series (base = 100) to show relative stress
• Regime, confidence, and pass-through signals

Update cadence

• Three updates per day aligned to DRAMeXchange sessions (GMT+8)
• Signals are summarized weekly, charts default to daily cadence

Index definition

Each series is normalized to 100 at its base period. The index reflects relative movement rather than absolute prices, making cycles comparable across memory types.

What is not done

• No retail SKU scraping
• No real-time or intraday updates
• No rehosting of DRAMeXchange tables

Regime definitions

• Expansion: spot and module indices rising with contract confirmation.
• Early plateau: spot flattening while module still advances.
• Late cycle peak: module accelerates and contracts reset.
• Correction: spot declines for multiple weeks.
• Transition: mixed signals or early inflection.

Limitations

Spot and module series represent a small set of standardized items. Contract pricing updates are infrequent and treated as event markers. Use these indicators as directional signals alongside primary sources.

Sources

DRAMeXchange public pricing tables.