NANDWatcher

NANDWatcher Market Briefs

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

Week 2026-38 Last updated: Sep 20, 2026 03:02 UTC
Executive Summary – Week 2026-38

For the week starting 2026-09-14, market signals indicate an expansion regime with medium confidence. Spot momentum is characterized as up_decel, suggesting prices are still moving higher but with slowing momentum. Module pass-through remains confirmed, while no contract reset has been observed relative to the stated 10.0 threshold. Current quoted price values stand at 54.333 for DDR5, 50.9 for DDR4, and 11.787 for GDDR6.

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Storage Market Regime
Expansion
Confidence Medium
Contract Pricing Not Seen
Last Updated Sep 20, 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

DDR5 continues to carry the highest quoted price value at 54.333, modestly above DDR4 at 50.9, while GDDR6 remains substantially lower at 11.787. No index values, week-over-week changes, or four-week trend data were provided for any series, limiting direct trend comparison across products.

Latest Brief

DDR Weekly Brief - week-2026-38
  • Expansion regime remains in place with medium confidence.
  • Spot momentum is classified as up_decel.
  • Module pass-through is confirmed.
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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 Jul 31, 07:00 UTC