October 14, 2026
Analyst Bio:
Rosenblatt analyst Kevin Cassidy views the selloff in memory stocks following CXMT President Dr. Cao Kanyu’s announcement of a next-generation DDR5 RDIMM, targeted for launch by year-end 2026, as “overblown,” arguing that the reaction “overstates the near-term competitive threat and overlooks the structural changes reshaping DRAM demand.” The firm reiterates Buy ratings on Micron (MU) and SK Hynix (SKHY).
