View ValuationRambus 향후 성장Future 기준 점검 4/6Rambus은 연간 수입과 매출이 각각 20.1%와 14.6% 증가할 것으로 예상되고 EPS는 연간 28.6%만큼 증가할 것으로 예상됩니다.핵심 정보20.1%이익 성장률28.58%EPS 성장률Semiconductor 이익 성장0%매출 성장률14.6%향후 자기자본이익률n/a애널리스트 커버리지Good마지막 업데이트30 Apr 2026최근 향후 성장 업데이트공지 • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Rambus Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the quarter, the company expected royalty revenue to be between $72 million and $78 million, product revenue to be between $95 million and $101 million, and contract and other revenue to be between $19 million and $25 million.공지 • Feb 03Rambus Inc. Provides Earnings Guidance for the First Quarter of 2026Rambus Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects licensing billings to be between $66 million and $72 million. The Company also expects royalty revenue to be between $61 million and $67 million, product revenue to be between $84 million and $90 million, and contract and other revenue to be between $21 million and $27 million. Revenue is not without risk and achieving revenue in this range will require that the Company sign customer agreements for various product sales and solutions licensing, among other matters.공지 • Oct 28Rambus Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Rambus Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenue to be between $184 million and $190 million. The Company expects licensing billings to be between $60 million and $66 million. The Company also expects royalty revenue to be between $59 million and $65 million, product revenue to be between $94 million and $100 million, and contract and other revenue to be between $25 million and $31 million.공지 • Jul 29Rambus Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2025Rambus Inc. provided earnings guidance for the third quarter ending September 30, 2025. For the quarter, the company expects Product revenue (GAAP) of $87 million - $93 million. Contract and other revenue (GAAP) of $22 million - $28 million.공지 • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter of 2025Rambus Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects GAAP product revenue to be between $77 million to $83 million and contract and other revenue to be between $17 million to $23 million.공지 • Oct 29Rambus Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Rambus Inc. provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects GAAP product revenue to be between $72 million to $78 million and contract and other revenue to be between $22 million to $28 million. The Company also expects royalty revenue to be between $54 million and $60 million.모든 업데이트 보기Recent updates공지 • May 08Rambus Inc Introduces PCIe 7.0 Switch Ip With Time Division MultiplexingRambus Inc. announced the Rambus PCIe 7.0 Switch IP with Time Division Multiplexing, a new addition to its advanced interconnect IP portfolio designed to address the rapidly escalating bandwidth, latency, and scalability requirements of AI, cloud, and high-performance computing (HPC) systems. Rambus PCIe 7.0 Switch IP with Time Division Multiplexing enables efficient, scalable PCIe fabrics that optimize link utilization and reduce system complexity for scale up and scale out of distributed AI clusters and high-performance computing networks. Supports bandwidth scaling, low latency, and efficient data movement for AI, cloud, and HPC systems. Increases link utilization through intelligent traffic multiplexing, enabling simpler architectures and scalable disaggregated and pooled compute designs. Extends the Rambus PCIe IP portfolio which spans switches, controllers, retimers, and debug solutions to support next-generation AI infrastructure. As AI infrastructure grows in scale and architectural complexity, system designers are increasingly challenged to move massive volumes of data efficiently across CPUs, GPUs, accelerators, and NVMe storage. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing is architected to help meet these demands by enabling more flexible and efficient utilization of PCIe links, supporting emerging disaggregated and pooled compute architectures while maintaining low latency and deterministic performance. Built on the PCIe 7.0 specification, the Rambus newest switch IP is optimized for next-generation AI and data center SoCs that require extreme bandwidth density, advanced traffic management, and seamless scalability. By incorporating Time Division Multiplexing capabilities, the switch enables designers to intelligently schedule and multiplex traffic across shared links, helping maximize fabric utilization while supporting diverse workload profiles, from large-scale AI training to latency-sensitive inference and data movement. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing is designed to integrate seamlessly into ASIC platforms and complements Rambus’ PCIe 7.0 IP portfolio, which includes controllers, retimers, and debug solutions. These IP offerings help customers accelerate time-to-market while addressing the demanding performance, power, and reliability requirements of modern AI infrastructure. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing reinforces the company’s leadership in high-speed interface IP and its commitment to delivering differentiated interconnect technologies that help customers solve the most challenging problems in AI, cloud, and HPC Infrastructure.공지 • May 02+ 1 more updateRambus Inc. Appoints Sumeet Gagneja as Chief Financial Officer, Effective April 29, 2026Rambus Inc. announced the appointment of Sumeet Gagneja as chief financial officer, effective April 29, 2026. Mr. Gagneja joins Rambus with more than two decades of financial and operational leadership across the semiconductor, data center, and AI-driven computing ecosystem. Mr. Gagneja will oversee the company’s global finance organization, including financial strategy, capital allocation, and investor engagement, reporting to president and chief executive officer Luc Seraphin. Mr. Gagneja most recently served as divisional CFO for AMD’s Data Center segment. Previously, he was CFO of Western Digital’s Flash business and held senior finance leadership roles at Xilinx, Innovium, Maxim Integrated, Avago, and Intel. Across these roles, he supported capital allocation, mergers and acquisitions, operational planning, and investor and analyst engagement, bringing a disciplined and execution-focused approach to scaling complex technology businesses. Gagneja holds a Master of Business Administration with high distinction from the University of Michigan Ross School of Business and a master’s degree in mechanical engineering from Wayne State University. He is a California Certified Public Accountant.공지 • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Rambus Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the quarter, the company expected royalty revenue to be between $72 million and $78 million, product revenue to be between $95 million and $101 million, and contract and other revenue to be between $19 million and $25 million.공지 • Apr 23Rambus Inc. Enables Power-Efficient AI Platforms with SOCAMM2 Server Module ChipsetRambus Inc. announced a SOCAMM2 (Small Outline Compression Attached Memory Module) chipset designed to enable low-power, high-performance LPDDR5X-based memory modules for AI server platforms. The SOCAMM2 chipset represents the first step in a broader Rambus roadmap of LPDDR-based server module solutions, reflecting the company’s ongoing collaboration with industry partners to support new memory architectures optimized for evolving workloads in AI data center infrastructure. This new product family extends the comprehensive Rambus offering of complete memory interface chipsets for all JEDEC-standard DDR5 and LPDDR5 memory modules. SOCAMM2 memory modules, based on LPDDR technology, are emerging as an innovative architectural approach to address these challenges by delivering high performance with lower power consumption in a modular, serviceable, board area efficient form factor. The Rambus SOCAMM2 chipset is designed to support this transition by providing the critical control, telemetry, and power delivery functions required by JEDEC-standard SOCAMM2 memory modules in demanding AI server environments. SOCAMM2 replaces soldered LPDDR memory with detachable, upgradable modules that combine LPDDR efficiency with server-class serviceability in the data center. The Rambus LPDDR5X SOCAMM2 chipset supports reliable, power-efficient operation of LPDDR-based server memory modules at up to 9.6 Gb/s and includes: SPD Hub for module identification, configuration, and telemetry; 12-amp (A) and 3A voltage regulators for localized, efficient power conversion.Board Change • Apr 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Victor Peng was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공지 • Apr 07Rambus Inc. to Report Q1, 2026 Results on Apr 27, 2026Rambus Inc. announced that they will report Q1, 2026 results on Apr 27, 2026공지 • Mar 09Rambus Inc., Annual General Meeting, Apr 23, 2026Rambus Inc., Annual General Meeting, Apr 23, 2026.공지 • Mar 05Rambus Inc. Sets New Benchmark For AI Memory Performance With HBM4E Controller IPRambus Inc. announced the industry’s leading HBM4E Memory Controller IP, extending its market leadership in HBM IP. This new solution delivers breakthrough performance with advanced reliability features enabling designers to address the demanding memory bandwidth requirements of next-generation AI accelerators and graphics processing units (GPUs). The Rambus HBM4E Controller enables a new generation of HBM memory deployments for cutting-edge AI accelerators, graphics and HPC applications. The HBM4E Controller is capable of supporting operation up to 16 Gigabits per second (Gbps) per pin providing an unprecedented throughput of 4.1 Terabytes per second (TB/s) to each memory device. For an AI accelerator with eight attached HBM4E devices, this translates to over 32 TB/s of memory bandwidth for next-generation AI workloads. The Rambus HBM4E Controller IP can be paired with third-party standard or TSV PHY solutions to instantiate a complete HBM4E memory subsystem in a 2.5D or 3D package as part of an AI SoC or custom base die solution. The Rambus HBM4E Controller IP is the latest addition to the Rambus leading-edge portfolio of digital controller solutions. The HBM4E Controller is available for licensing, and early access design customers can engage.공지 • Feb 13Rambus Inc. Appoints Victor Peng to Board of Directors, Effective February 12, 2026Rambus Inc. announced the appointment of Victor Peng, Age 65, to its Board of Directors, effective February 12, 2026. Victor Peng is an accomplished executive with more than 40 years of leadership experience at top semiconductor companies. Most recently, Mr. Peng served as president of Advanced Micro Devices (AMD), leading AMD’s embedded and data center GPU businesses, AI software, and the research and advanced development group. Prior to AMD, Mr. Peng served 14 years at Xilinx, holding senior level positions including president and chief executive officer, board member, chief operating officer, executive vice president, and general manager of products. Mr. Peng currently serves on the Boards of KLA Corporation and Microchip Technology Inc. Mr. Peng holds a Master of Engineering in electrical engineering from Cornell University, and a Bachelor of Science in electrical engineering from Rensselaer Polytechnic Institute.공지 • Feb 11+ 1 more updateRambus Inc. Announces Chief Financial Officer Changes, Effective February 27, 2026Rambus Inc. announced that Desmond Lynch, senior vice president and chief financial officer (CFO), will resign from Rambus effective February 27, 2026, to pursue another opportunity. A formal search has commenced for a new CFO. John Allen, current vice president and chief accounting officer at Rambus, will serve as interim CFO and ensure a seamless transition until a permanent successor has been appointed.Board Change • Feb 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공지 • Feb 03Rambus Inc. Provides Earnings Guidance for the First Quarter of 2026Rambus Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects licensing billings to be between $66 million and $72 million. The Company also expects royalty revenue to be between $61 million and $67 million, product revenue to be between $84 million and $90 million, and contract and other revenue to be between $21 million and $27 million. Revenue is not without risk and achieving revenue in this range will require that the Company sign customer agreements for various product sales and solutions licensing, among other matters.공지 • Jan 13Rambus Inc. to Report Q4, 2025 Results on Feb 02, 2026Rambus Inc. announced that they will report Q4, 2025 results on Feb 02, 2026Board Change • Jan 08Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$1,691, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 26x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,295 per share.Recent Insider Transactions • Nov 14Independent Director recently sold Mex$18m worth of stockOn the 10th of November, Eric Stang sold around 9k shares on-market at roughly Mex$1,960 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$145m more than they bought in the last 12 months.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$0.45 (vs US$0.45 in 3Q 2024)Third quarter 2025 results: EPS: US$0.45 (down from US$0.45 in 3Q 2024). Revenue: US$178.5m (up 23% from 3Q 2024). Net income: US$48.4m (flat on 3Q 2024). Profit margin: 27% (down from 33% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry.공지 • Oct 28Rambus Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Rambus Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenue to be between $184 million and $190 million. The Company expects licensing billings to be between $60 million and $66 million. The Company also expects royalty revenue to be between $59 million and $65 million, product revenue to be between $94 million and $100 million, and contract and other revenue to be between $25 million and $31 million.Board Change • Oct 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공지 • Oct 07Rambus Inc. to Report Q3, 2025 Results on Oct 27, 2025Rambus Inc. announced that they will report Q3, 2025 results on Oct 27, 2025Recent Insider Transactions • Sep 14Independent Director recently sold Mex$12m worth of stockOn the 11th of September, Necip Sayiner sold around 8k shares on-market at roughly Mex$1,587 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$128m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$1,621, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 25x in the Semiconductor industry globally. Total returns to shareholders of 100% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,043 per share.Recent Insider Transactions • Sep 05Independent Director recently sold Mex$3.3m worth of stockOn the 29th of August, Steven Laub sold around 2k shares on-market at roughly Mex$1,468 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$116m more than they bought in the last 12 months.Board Change • Aug 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 07Senior VP recently sold Mex$1.1m worth of stockOn the 4th of August, John Shinn sold around 790 shares on-market at roughly Mex$1,406 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.9m. Insiders have been net sellers, collectively disposing of Mex$99m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,371, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 23x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,065 per share.Buy Or Sell Opportunity • Jul 31Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$1,400. The fair value is estimated to be Mex$1,139, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.공지 • Jul 29Rambus Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2025Rambus Inc. provided earnings guidance for the third quarter ending September 30, 2025. For the quarter, the company expects Product revenue (GAAP) of $87 million - $93 million. Contract and other revenue (GAAP) of $22 million - $28 million.Reported Earnings • Jul 29Second quarter 2025 earnings released: EPS: US$0.54 (vs US$0.34 in 2Q 2024)Second quarter 2025 results: EPS: US$0.54 (up from US$0.34 in 2Q 2024). Revenue: US$172.2m (up 30% from 2Q 2024). Net income: US$57.9m (up 61% from 2Q 2024). Profit margin: 34% (up from 27% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.Board Change • Jul 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공지 • Jul 08Rambus Inc. to Report Q2, 2025 Results on Jul 28, 2025Rambus Inc. announced that they will report Q2, 2025 results on Jul 28, 2025공지 • May 14Rambus Delivers Industry-Leading Client Chipsets for Next-Generation AI PC Memory ModulesRambus Inc. announced the availability of complete client chipsets for next-generation AI PC memory modules, featuring two new Power Management ICs (PMICs) for client computing. PMICs are critical to efficiently power memory modules providing breakthrough levels of performance for advanced computing applications. The two new Rambus PMICs are the PMIC5200, for LPDDR5 CAMM2 (LPCAMM2) memory modules and the PMIC5120, which supports DDR5 CSODIMMs and CUDIMMs. These PMICs, alongside the Client Clock Driver (CKD) and Serial Presence Detect Hub (SPD Hub), comprise a complete chipset offering to enable memory modules for AI PC notebooks, desktops and workstations. Further, with the addition of these new PMICs, Rambus now offers complete memory interface chipsets for all JEDEC standard DDR5 and LPDDR5 memory modules for both servers and clients.공지 • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter of 2025Rambus Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects GAAP product revenue to be between $77 million to $83 million and contract and other revenue to be between $17 million to $23 million.Board Change • Apr 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.공지 • Apr 08Rambus Inc. to Report Q1, 2025 Results on Apr 28, 2025Rambus Inc. announced that they will report Q1, 2025 results on Apr 28, 2025Board Change • Mar 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공지 • Mar 11Rambus Inc. Enhances Data Center and AI Protection with Next-Gen CryptoManager Security IP SolutionsRambus Inc. announced the introduction of its next-generation CryptoManager Security IP solutions including Root of Trust, Hub and Core families. The CryptoManager Security IP offerings deliver progressively higher levels of functional integration and security, enabling customers to choose the level of security features and capabilities best suited to their unique requirements. The CryptoManager Root of Trust delivers a fully-turnkey solution and offers the industry's first Quantum Safe boot flow. The CryptoManager Hub provides the ideal combination of proven cryptographic building blocks for customers designing their own root of trust or secure processor. With support for a broad set of security functionality and certifications, Rambus CryptoManager Security IP solutions help customers accelerate the time to market of chips for the data center, AI and other advanced applications. CryptoManager Security IP solutions include: CryptoManager Root of Trust products offer fully programmable security processor functionality including multithreading and multi-host capabilities. A complete turnkey solution, the CryptoManager Root of Trust family represents the highest level of security integration with advanced anti-tamper and Quantum Safe protection for boot and HW acceleration. CryptoManager Hub products are the ultimate solution for customers looking to build their own Root of Trust or security processor, ensuring unparalleled protection and performance. CryptoManager Hub products feature a suite of symmetric, asymmetric, and Quantum Safe cryptographic accelerators along with certified true random number generators designed to meet the highest security standards for a broad set of applications. CryptoManager Core products are a suite of symmetric cryptographic accelerators designed to provide unmatched flexibility for customers building their own Root of Trust solutions.공지 • Feb 25Rambus Inc., Annual General Meeting, Apr 25, 2025Rambus Inc., Annual General Meeting, Apr 25, 2025.공지 • Jan 15Rambus Inc. to Report Q4, 2024 Results on Feb 03, 2025Rambus Inc. announced that they will report Q4, 2024 results on Feb 03, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$0.45 (vs US$0.95 in 3Q 2023)Third quarter 2024 results: EPS: US$0.45 (down from US$0.95 in 3Q 2023). Revenue: US$145.5m (up 38% from 3Q 2023). Net income: US$48.7m (down 53% from 3Q 2023). Profit margin: 33% (down from 98% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry.공지 • Oct 29Rambus Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Rambus Inc. provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects GAAP product revenue to be between $72 million to $78 million and contract and other revenue to be between $22 million to $28 million. The Company also expects royalty revenue to be between $54 million and $60 million.공지 • Oct 15Rambus Inc. Unveils Complete Chipsets for Next-Generation DDR5 RDIMMs and RDIMMs to Deliver Breakthrough Performance for Data Center and AIRambus Inc. unveiled industry-first, complete memory interface chipsets for Gen5 DDR5 RDIMMs and next-generation DDR5 Multiplexed Rank Dual Inline Memory Modules (MRDIMMs). These innovative new products for RDIMMs and MRDIMMs will seamlessly extend DDR5 performance with unparalleled bandwidth and memory capacity for compute-intensive data center and AI workloads. The new Rambus chips include: The Gen5 Registering Clock Driver (RCD), enabling RDIMMs operating at 8000 megatransfers per second (MT/s). The Multiplexed Registering Clock Driver (MRCD) and Multiplexed Data Buffer (MDB), enabling upcoming MRDIMMs running at speeds up to 12,800 MT/s by doubling the bandwidth of the DIMM beyond the native DRAM device speed. The second-generation server Power Management IC (PMIC5030) designed for both DDR5 RDIMM 8000 and MRDIMM 12800, providing ultra-high current at low voltage to support higher speeds and more DRAM and logic chips per module. Enabling flexible and scalable end-user server configuration, the DDR5 RDIMM 8 and industry-standard MRDIMM 12800 utilize a common architecture with compatibility across server platforms. The DDR5 RDIMM 8000 chipset includes the Gen5 RCD, PMIC5030, Serial Presence Detect (SPD) Hub and Temperature Sensor (TS) chips. The DDR5 MRDIMM 12800 chipset includes the MRCD and MDB, as well as the same PMIC5030, SPD Hub and TS chips utilized in the RDIMM 8800. The DDR5 MRDIMM 12800 employs a novel and efficient module design that boosts data transfer rates and system performance by multiplexing two ranks of DRAM, effectively interleaving the two data streams. This allows the host memory bus to run at twice the data rate of the native DRAM devices, thus increasing bandwidth while using the same physical connections of DDR5 RDIMM 12800. This requires an MRCD that can address the two ranks of DRAMs on alternative clock cycles, as well as MDBs to direct the data stream to and from the correct DRAM devices. Each DDR5 RDIMM 12 800 requires one MRCD and ten MDB chips to multiplex the memory channel. The MRCD and MDB will also support a Tall MRDIMM form factor with four ranks of DDR5 DRAMs for double the capacity of a dual- rank RDIMM in a cost-effective manner. The Gen5 RCD, MRCD, MRCD, MDB and PMIC5030 are part of the growing Rambus portfolio of memory interface and power management solutions including Gen1 to Gen4 RCD, Client Clock Driver (CKD), Server PMIC, SPD Hub, and TS chips.공지 • Oct 09Rambus Inc. to Report Q3, 2024 Results on Oct 28, 2024Rambus Inc. announced that they will report Q3, 2024 results on Oct 28, 2024Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$893, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 20x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$792 per share.Board Change • Aug 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공지 • Jul 31Rambus Inc. Provides Earnings Guidance for the Third Quarter of 2024Rambus Inc. provided earnings guidance for the third quarter of 2024 . For the quarter, the company expects GAAP product revenue to be between $62 million to $68 million and contract and other revenue to be between $17 million to $23 million. The Company also expects royalty revenue to be between $59 million and $65 million.Reported Earnings • Jul 30Second quarter 2024 earnings released: EPS: US$0.34 (vs US$1.55 in 2Q 2023)Second quarter 2024 results: EPS: US$0.34 (down from US$1.55 in 2Q 2023). Revenue: US$132.1m (up 10% from 2Q 2023). Net income: US$36.1m (down 79% from 2Q 2023). Profit margin: 27% (down from 141% in 2Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry.공지 • Jul 09Rambus Inc. to Report Q2, 2024 Results on Jul 29, 2024Rambus Inc. announced that they will report Q2, 2024 results on Jul 29, 2024Board Change • May 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공지 • Apr 30+ 1 more updateRambus Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2024Rambus Inc. provided earnings guidance for the second quarter ending June 30, 2024. For the quarter, the company expects GAAP product revenue to be between $52 million to $58 million and contract and other revenue to be between $17 million to $23 million. The Company also expects royalty revenue to be between $55 million and $61 million.공지 • Apr 09Rambus Inc. to Report Q1, 2024 Results on Apr 29, 2024Rambus Inc. announced that they will report Q1, 2024 results on Apr 29, 2024Board Change • Mar 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공지 • Mar 09Rambus Inc., Annual General Meeting, Apr 25, 2024Rambus Inc., Annual General Meeting, Apr 25, 2024, at 09:00 Pacific Standard Time.Reported Earnings • Feb 06Full year 2023 earnings released: EPS: US$3.09 (vs US$0.13 loss in FY 2022)Full year 2023 results: EPS: US$3.09 (up from US$0.13 loss in FY 2022). Revenue: US$461.1m (up 1.4% from FY 2022). Net income: US$333.9m (up US$348.2m from FY 2022). Profit margin: 72% (up from net loss in FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.공지 • Jan 16Rambus Inc. to Report Q4, 2023 Results on Feb 05, 2024Rambus Inc. announced that they will report Q4, 2023 results on Feb 05, 2024Board Change • Jan 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공지 • Dec 28Rambus Advances Data Center Server Performance with Industry-First Gen4 DDR5 RCDRambus Inc. announced the availability of its Gen4 DDR5 Registering Clock Driver (RCD) which began sampling to the major DDR5 memory module (RDIMM) manufacturers in the fourth quarter of 2023. The Rambus Gen4 RCD boosts the data rate to 7200 MT/s, setting a new benchmark for performance and enabling a 50% increase in memory bandwidth over today’s 4800 MT/s DDR5 module solutions. It supports the rapid pace of server main memory performance improvements to meet the demands of generative AI and other advanced data center workloads. Rambus DDR5 memory interface chips including the RCD, Serial Presence Detect (SPD) Hub and Temperature Sensors are important in achieving a new level of performance for servers. With over 30 years of high-performance memory experience, Rambus is renowned for its signal integrity (SI) /power integrity (PI) expertise. This expertise helps enable DDR5 memory interface chips delivering superior performance and reliability for data center server RDIMMs. The Rambus 7200 MT/s DDR5 RCD is available December 27, 2023.공지 • Oct 12Rambus Inc. to Report Q3, 2023 Results on Oct 30, 2023Rambus Inc. announced that they will report Q3, 2023 results on Oct 30, 2023공지 • Sep 08Cadence Design Systems, Inc. (NasdaqGS:CDNS) completed the acquisition of Rambus SerDes and memory interface PHY IP business from Rambus Inc. (NasdaqGS:RMBS).Cadence Design Systems, Inc. (NasdaqGS:CDNS) entered into a definitive agreement to acquire Rambus SerDes and memory interface PHY IP business from Rambus Inc. (NasdaqGS:RMBS) for $110 million on July 19, 2023. The transaction is expected to be funded through a combination of cash on hand and short-term borrowings. It is subject to certain closing conditions and is expected to close in the third calendar quarter of 2023. Robert Ishii and Ethan Lutske of Wilson Sonsini acted as legal advisor to Rambus on the transaction. Mark Bekheit and Ian Nussbaum of Latham & Watkins LLP acted as legal advisor to Cadence Design Systems. Cadence Design Systems, Inc. (NasdaqGS:CDNS) completed the acquisition of Rambus SerDes and memory interface PHY IP business from Rambus Inc. (NasdaqGS:RMBS) September 6, 2023.공지 • Aug 23Rambus Inc. Announces Full Suite of Security IP Solutions for the FPGA Market with Cryptographic, Side-Channel, and Quantum Safe ProtectionsRambus Inc. announced a full suite of Security IP solutions for the FPGA market with cryptographic, side-channel, and Quantum Safe protections. Designed to meet the unique needs of FPGAs, the offering secures the broad range of devices from high-performance accelerators for generative AI, to low-power solutions for IoT devices. Rambus security IP protects FPGAs serving applications in the Data Center, AI/ML, Edge, IoT, Defense, and beyond. As part of the portfolio, Rambus offers advanced FPGA targeted security IP products including root of trust, 800G MACsec, IPsec, classic and quantum safe public key encryption solutions. Leveraging pioneering work in differential power analysis (DPA) and fault injection attack (FIA) countermeasures, Rambus security IP delivers the highest levels of protection available against both cryptographic and side-channel attacks. With new Quantum Safe security IP products, Rambus futureproofs the protection of FPGAs for the coming Post Quantum Cryptography (PQC) era.공지 • Aug 05Rambus Inc. Appoints John Allen as Chief Accounting OfficerOn July 27, 2023, Rambus Inc. appointed John Allen to the position of Vice President, Accounting and Chief Accounting Officer, effective as of August 1, 2023. Mr. Allen currently serves as the Company’s Vice President, Accounting and has served in that role since March 2023. Previously, Mr. Allen served as Senior Vice President, Corporate Controller of Xperi Inc., a consumer and entertainment technology company, from 2012 to March 2023. Mr. Allen received a BA degree in Business Economics from the University of California, Santa Barbara in 1985.Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.55 (vs US$0.32 in 2Q 2022)Second quarter 2023 results: EPS: US$1.55 (up from US$0.32 in 2Q 2022). Revenue: US$119.8m (down 1.1% from 2Q 2022). Net income: US$168.9m (up 382% from 2Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Semiconductor industry.공지 • Aug 01Rambus Inc. Provides Earnings Guidance for the Third Quarter of 2023Rambus Inc. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects GAAP product revenue to be between $47 million to $53 million and contract and other revenue to be between $17 million to $23 million.공지 • Jul 13Rambus Delivers Quantum Safe IP Solutions with Next-Generation Root of Trust for Data Center SecurityRambus Inc. announced the first in a family of Quantum Safe security IP products with its next-generation Root of Trust for data center and communications security. Quantum computers will be able to rapidly break current asymmetric encryption, placing important data and assets at risk. The Rambus Root of Trust IP offers customers a complete Post Quantum Cryptography (PQC) hardware security solution that protects valuable data center and AI/ML assets and systems. Rambus Root of Trust IP with Quantum Safe Cryptography uses the quantum-compute resistant cryptographic algorithms selected by the National Institute of Standards and Technology (NIST): CRYSTALS-Kyber for key-encapsulation and CRYSTALS-Dilithium for digital signatures. In addition, Rambus Root of Trust IP supports the Commercial National Security Algorithm Suite (CNSA) algorithms for software and firmware updates including XMSS/LMS stateful hash firmware signatures, CNSA symmetric-key algorithms, and CNSA quantum-resistant public-key algorithms. Rambus Quantum Safe Root of Trust Features: Programmable 32-bit secure processor, Quantum Safe Encryption engine, Open Compute Project (OCP) Caliptra Root of Trust for Measurement with DICE and X.509 support, True Random Number Generator (TRNG) and Physical Unclonable Function (PUF) entropy source, Secure data store, FIPS 140-3 CAVP and CMVP compliant, and SDK for user development of secure and trusted applications.Board Change • Jun 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공지 • Jun 25Rambus Inc.(NasdaqGS:RMBS) dropped from Russell 2000 Value-Defensive IndexRambus Inc.(NasdaqGS:RMBS) dropped from Russell 2000 Value-Defensive Index이익 및 매출 성장 예측BMV:RMBS * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,107406497578412/31/2027981334377419912/31/202681827628733093/31/2026721230335366N/A12/31/2025708230333360N/A9/30/2025678229292319N/A6/30/2025645229262293N/A3/31/2025605207233269N/A12/31/2024557180200231N/A9/30/2024518176201226N/A6/30/2024478231193216N/A3/31/2024465364177196N/A12/31/2023461334173196N/A9/30/2023461291165192N/A6/30/2023468189195221N/A3/31/202347055203227N/A12/31/2022455-14210230N/A9/30/2022424-24229251N/A6/30/2022393-21199217N/A3/31/2022357-45197212N/A12/31/202132818195209N/A9/30/20212980163179N/A6/30/2021274-16155177N/A3/31/2021251-37156188N/A12/31/2020246-40156185N/A9/30/2020248-33156179N/A6/30/2020248-38144160N/A3/31/2020245-66129137N/A12/31/2019228-86N/A129N/A9/30/2019233-83N/A128N/A6/30/2019235-170N/A134N/A3/31/2019233-149N/A99N/A12/31/2018231-158N/A86N/A9/30/2018265-192N/A112N/A6/30/2018304-80N/A95N/A3/31/2018342-62N/A117N/A12/31/2017393-23N/A117N/A9/30/201738910N/A92N/A6/30/20173797N/A88N/A3/31/20173618N/A95N/A12/31/20163377N/A96N/A9/30/201631623N/A84N/A6/30/2016300201N/A88N/A3/31/2016296204N/A79N/A12/31/2015296211N/A77N/A9/30/2015292206N/A80N/A6/30/201528730N/A88N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: RMBS * 의 연간 예상 수익 증가율(20.1%)이 saving rate(9%)보다 높습니다.수익 vs 시장: RMBS * 의 연간 수익(20.1%)이 MX 시장(8.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: RMBS * 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: RMBS * 의 수익(연간 14.6%)이 MX 시장(연간 6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: RMBS * 의 수익(연간 14.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: RMBS *의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/12 23:04종가2026/04/13 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Rambus Inc.는 18명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Brett SimpsonArete Research Services LLPJames FontanelliArete Research Services LLPTristan GerraBaird15명의 분석가 더 보기
공지 • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Rambus Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the quarter, the company expected royalty revenue to be between $72 million and $78 million, product revenue to be between $95 million and $101 million, and contract and other revenue to be between $19 million and $25 million.
공지 • Feb 03Rambus Inc. Provides Earnings Guidance for the First Quarter of 2026Rambus Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects licensing billings to be between $66 million and $72 million. The Company also expects royalty revenue to be between $61 million and $67 million, product revenue to be between $84 million and $90 million, and contract and other revenue to be between $21 million and $27 million. Revenue is not without risk and achieving revenue in this range will require that the Company sign customer agreements for various product sales and solutions licensing, among other matters.
공지 • Oct 28Rambus Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Rambus Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenue to be between $184 million and $190 million. The Company expects licensing billings to be between $60 million and $66 million. The Company also expects royalty revenue to be between $59 million and $65 million, product revenue to be between $94 million and $100 million, and contract and other revenue to be between $25 million and $31 million.
공지 • Jul 29Rambus Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2025Rambus Inc. provided earnings guidance for the third quarter ending September 30, 2025. For the quarter, the company expects Product revenue (GAAP) of $87 million - $93 million. Contract and other revenue (GAAP) of $22 million - $28 million.
공지 • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter of 2025Rambus Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects GAAP product revenue to be between $77 million to $83 million and contract and other revenue to be between $17 million to $23 million.
공지 • Oct 29Rambus Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Rambus Inc. provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects GAAP product revenue to be between $72 million to $78 million and contract and other revenue to be between $22 million to $28 million. The Company also expects royalty revenue to be between $54 million and $60 million.
공지 • May 08Rambus Inc Introduces PCIe 7.0 Switch Ip With Time Division MultiplexingRambus Inc. announced the Rambus PCIe 7.0 Switch IP with Time Division Multiplexing, a new addition to its advanced interconnect IP portfolio designed to address the rapidly escalating bandwidth, latency, and scalability requirements of AI, cloud, and high-performance computing (HPC) systems. Rambus PCIe 7.0 Switch IP with Time Division Multiplexing enables efficient, scalable PCIe fabrics that optimize link utilization and reduce system complexity for scale up and scale out of distributed AI clusters and high-performance computing networks. Supports bandwidth scaling, low latency, and efficient data movement for AI, cloud, and HPC systems. Increases link utilization through intelligent traffic multiplexing, enabling simpler architectures and scalable disaggregated and pooled compute designs. Extends the Rambus PCIe IP portfolio which spans switches, controllers, retimers, and debug solutions to support next-generation AI infrastructure. As AI infrastructure grows in scale and architectural complexity, system designers are increasingly challenged to move massive volumes of data efficiently across CPUs, GPUs, accelerators, and NVMe storage. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing is architected to help meet these demands by enabling more flexible and efficient utilization of PCIe links, supporting emerging disaggregated and pooled compute architectures while maintaining low latency and deterministic performance. Built on the PCIe 7.0 specification, the Rambus newest switch IP is optimized for next-generation AI and data center SoCs that require extreme bandwidth density, advanced traffic management, and seamless scalability. By incorporating Time Division Multiplexing capabilities, the switch enables designers to intelligently schedule and multiplex traffic across shared links, helping maximize fabric utilization while supporting diverse workload profiles, from large-scale AI training to latency-sensitive inference and data movement. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing is designed to integrate seamlessly into ASIC platforms and complements Rambus’ PCIe 7.0 IP portfolio, which includes controllers, retimers, and debug solutions. These IP offerings help customers accelerate time-to-market while addressing the demanding performance, power, and reliability requirements of modern AI infrastructure. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing reinforces the company’s leadership in high-speed interface IP and its commitment to delivering differentiated interconnect technologies that help customers solve the most challenging problems in AI, cloud, and HPC Infrastructure.
공지 • May 02+ 1 more updateRambus Inc. Appoints Sumeet Gagneja as Chief Financial Officer, Effective April 29, 2026Rambus Inc. announced the appointment of Sumeet Gagneja as chief financial officer, effective April 29, 2026. Mr. Gagneja joins Rambus with more than two decades of financial and operational leadership across the semiconductor, data center, and AI-driven computing ecosystem. Mr. Gagneja will oversee the company’s global finance organization, including financial strategy, capital allocation, and investor engagement, reporting to president and chief executive officer Luc Seraphin. Mr. Gagneja most recently served as divisional CFO for AMD’s Data Center segment. Previously, he was CFO of Western Digital’s Flash business and held senior finance leadership roles at Xilinx, Innovium, Maxim Integrated, Avago, and Intel. Across these roles, he supported capital allocation, mergers and acquisitions, operational planning, and investor and analyst engagement, bringing a disciplined and execution-focused approach to scaling complex technology businesses. Gagneja holds a Master of Business Administration with high distinction from the University of Michigan Ross School of Business and a master’s degree in mechanical engineering from Wayne State University. He is a California Certified Public Accountant.
공지 • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Rambus Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the quarter, the company expected royalty revenue to be between $72 million and $78 million, product revenue to be between $95 million and $101 million, and contract and other revenue to be between $19 million and $25 million.
공지 • Apr 23Rambus Inc. Enables Power-Efficient AI Platforms with SOCAMM2 Server Module ChipsetRambus Inc. announced a SOCAMM2 (Small Outline Compression Attached Memory Module) chipset designed to enable low-power, high-performance LPDDR5X-based memory modules for AI server platforms. The SOCAMM2 chipset represents the first step in a broader Rambus roadmap of LPDDR-based server module solutions, reflecting the company’s ongoing collaboration with industry partners to support new memory architectures optimized for evolving workloads in AI data center infrastructure. This new product family extends the comprehensive Rambus offering of complete memory interface chipsets for all JEDEC-standard DDR5 and LPDDR5 memory modules. SOCAMM2 memory modules, based on LPDDR technology, are emerging as an innovative architectural approach to address these challenges by delivering high performance with lower power consumption in a modular, serviceable, board area efficient form factor. The Rambus SOCAMM2 chipset is designed to support this transition by providing the critical control, telemetry, and power delivery functions required by JEDEC-standard SOCAMM2 memory modules in demanding AI server environments. SOCAMM2 replaces soldered LPDDR memory with detachable, upgradable modules that combine LPDDR efficiency with server-class serviceability in the data center. The Rambus LPDDR5X SOCAMM2 chipset supports reliable, power-efficient operation of LPDDR-based server memory modules at up to 9.6 Gb/s and includes: SPD Hub for module identification, configuration, and telemetry; 12-amp (A) and 3A voltage regulators for localized, efficient power conversion.
Board Change • Apr 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Victor Peng was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공지 • Apr 07Rambus Inc. to Report Q1, 2026 Results on Apr 27, 2026Rambus Inc. announced that they will report Q1, 2026 results on Apr 27, 2026
공지 • Mar 09Rambus Inc., Annual General Meeting, Apr 23, 2026Rambus Inc., Annual General Meeting, Apr 23, 2026.
공지 • Mar 05Rambus Inc. Sets New Benchmark For AI Memory Performance With HBM4E Controller IPRambus Inc. announced the industry’s leading HBM4E Memory Controller IP, extending its market leadership in HBM IP. This new solution delivers breakthrough performance with advanced reliability features enabling designers to address the demanding memory bandwidth requirements of next-generation AI accelerators and graphics processing units (GPUs). The Rambus HBM4E Controller enables a new generation of HBM memory deployments for cutting-edge AI accelerators, graphics and HPC applications. The HBM4E Controller is capable of supporting operation up to 16 Gigabits per second (Gbps) per pin providing an unprecedented throughput of 4.1 Terabytes per second (TB/s) to each memory device. For an AI accelerator with eight attached HBM4E devices, this translates to over 32 TB/s of memory bandwidth for next-generation AI workloads. The Rambus HBM4E Controller IP can be paired with third-party standard or TSV PHY solutions to instantiate a complete HBM4E memory subsystem in a 2.5D or 3D package as part of an AI SoC or custom base die solution. The Rambus HBM4E Controller IP is the latest addition to the Rambus leading-edge portfolio of digital controller solutions. The HBM4E Controller is available for licensing, and early access design customers can engage.
공지 • Feb 13Rambus Inc. Appoints Victor Peng to Board of Directors, Effective February 12, 2026Rambus Inc. announced the appointment of Victor Peng, Age 65, to its Board of Directors, effective February 12, 2026. Victor Peng is an accomplished executive with more than 40 years of leadership experience at top semiconductor companies. Most recently, Mr. Peng served as president of Advanced Micro Devices (AMD), leading AMD’s embedded and data center GPU businesses, AI software, and the research and advanced development group. Prior to AMD, Mr. Peng served 14 years at Xilinx, holding senior level positions including president and chief executive officer, board member, chief operating officer, executive vice president, and general manager of products. Mr. Peng currently serves on the Boards of KLA Corporation and Microchip Technology Inc. Mr. Peng holds a Master of Engineering in electrical engineering from Cornell University, and a Bachelor of Science in electrical engineering from Rensselaer Polytechnic Institute.
공지 • Feb 11+ 1 more updateRambus Inc. Announces Chief Financial Officer Changes, Effective February 27, 2026Rambus Inc. announced that Desmond Lynch, senior vice president and chief financial officer (CFO), will resign from Rambus effective February 27, 2026, to pursue another opportunity. A formal search has commenced for a new CFO. John Allen, current vice president and chief accounting officer at Rambus, will serve as interim CFO and ensure a seamless transition until a permanent successor has been appointed.
Board Change • Feb 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공지 • Feb 03Rambus Inc. Provides Earnings Guidance for the First Quarter of 2026Rambus Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects licensing billings to be between $66 million and $72 million. The Company also expects royalty revenue to be between $61 million and $67 million, product revenue to be between $84 million and $90 million, and contract and other revenue to be between $21 million and $27 million. Revenue is not without risk and achieving revenue in this range will require that the Company sign customer agreements for various product sales and solutions licensing, among other matters.
공지 • Jan 13Rambus Inc. to Report Q4, 2025 Results on Feb 02, 2026Rambus Inc. announced that they will report Q4, 2025 results on Feb 02, 2026
Board Change • Jan 08Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$1,691, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 26x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,295 per share.
Recent Insider Transactions • Nov 14Independent Director recently sold Mex$18m worth of stockOn the 10th of November, Eric Stang sold around 9k shares on-market at roughly Mex$1,960 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$145m more than they bought in the last 12 months.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$0.45 (vs US$0.45 in 3Q 2024)Third quarter 2025 results: EPS: US$0.45 (down from US$0.45 in 3Q 2024). Revenue: US$178.5m (up 23% from 3Q 2024). Net income: US$48.4m (flat on 3Q 2024). Profit margin: 27% (down from 33% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry.
공지 • Oct 28Rambus Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Rambus Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenue to be between $184 million and $190 million. The Company expects licensing billings to be between $60 million and $66 million. The Company also expects royalty revenue to be between $59 million and $65 million, product revenue to be between $94 million and $100 million, and contract and other revenue to be between $25 million and $31 million.
Board Change • Oct 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공지 • Oct 07Rambus Inc. to Report Q3, 2025 Results on Oct 27, 2025Rambus Inc. announced that they will report Q3, 2025 results on Oct 27, 2025
Recent Insider Transactions • Sep 14Independent Director recently sold Mex$12m worth of stockOn the 11th of September, Necip Sayiner sold around 8k shares on-market at roughly Mex$1,587 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$128m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$1,621, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 25x in the Semiconductor industry globally. Total returns to shareholders of 100% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,043 per share.
Recent Insider Transactions • Sep 05Independent Director recently sold Mex$3.3m worth of stockOn the 29th of August, Steven Laub sold around 2k shares on-market at roughly Mex$1,468 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$116m more than they bought in the last 12 months.
Board Change • Aug 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 07Senior VP recently sold Mex$1.1m worth of stockOn the 4th of August, John Shinn sold around 790 shares on-market at roughly Mex$1,406 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.9m. Insiders have been net sellers, collectively disposing of Mex$99m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,371, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 23x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,065 per share.
Buy Or Sell Opportunity • Jul 31Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$1,400. The fair value is estimated to be Mex$1,139, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.
공지 • Jul 29Rambus Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2025Rambus Inc. provided earnings guidance for the third quarter ending September 30, 2025. For the quarter, the company expects Product revenue (GAAP) of $87 million - $93 million. Contract and other revenue (GAAP) of $22 million - $28 million.
Reported Earnings • Jul 29Second quarter 2025 earnings released: EPS: US$0.54 (vs US$0.34 in 2Q 2024)Second quarter 2025 results: EPS: US$0.54 (up from US$0.34 in 2Q 2024). Revenue: US$172.2m (up 30% from 2Q 2024). Net income: US$57.9m (up 61% from 2Q 2024). Profit margin: 34% (up from 27% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.
Board Change • Jul 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공지 • Jul 08Rambus Inc. to Report Q2, 2025 Results on Jul 28, 2025Rambus Inc. announced that they will report Q2, 2025 results on Jul 28, 2025
공지 • May 14Rambus Delivers Industry-Leading Client Chipsets for Next-Generation AI PC Memory ModulesRambus Inc. announced the availability of complete client chipsets for next-generation AI PC memory modules, featuring two new Power Management ICs (PMICs) for client computing. PMICs are critical to efficiently power memory modules providing breakthrough levels of performance for advanced computing applications. The two new Rambus PMICs are the PMIC5200, for LPDDR5 CAMM2 (LPCAMM2) memory modules and the PMIC5120, which supports DDR5 CSODIMMs and CUDIMMs. These PMICs, alongside the Client Clock Driver (CKD) and Serial Presence Detect Hub (SPD Hub), comprise a complete chipset offering to enable memory modules for AI PC notebooks, desktops and workstations. Further, with the addition of these new PMICs, Rambus now offers complete memory interface chipsets for all JEDEC standard DDR5 and LPDDR5 memory modules for both servers and clients.
공지 • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter of 2025Rambus Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects GAAP product revenue to be between $77 million to $83 million and contract and other revenue to be between $17 million to $23 million.
Board Change • Apr 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
공지 • Apr 08Rambus Inc. to Report Q1, 2025 Results on Apr 28, 2025Rambus Inc. announced that they will report Q1, 2025 results on Apr 28, 2025
Board Change • Mar 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공지 • Mar 11Rambus Inc. Enhances Data Center and AI Protection with Next-Gen CryptoManager Security IP SolutionsRambus Inc. announced the introduction of its next-generation CryptoManager Security IP solutions including Root of Trust, Hub and Core families. The CryptoManager Security IP offerings deliver progressively higher levels of functional integration and security, enabling customers to choose the level of security features and capabilities best suited to their unique requirements. The CryptoManager Root of Trust delivers a fully-turnkey solution and offers the industry's first Quantum Safe boot flow. The CryptoManager Hub provides the ideal combination of proven cryptographic building blocks for customers designing their own root of trust or secure processor. With support for a broad set of security functionality and certifications, Rambus CryptoManager Security IP solutions help customers accelerate the time to market of chips for the data center, AI and other advanced applications. CryptoManager Security IP solutions include: CryptoManager Root of Trust products offer fully programmable security processor functionality including multithreading and multi-host capabilities. A complete turnkey solution, the CryptoManager Root of Trust family represents the highest level of security integration with advanced anti-tamper and Quantum Safe protection for boot and HW acceleration. CryptoManager Hub products are the ultimate solution for customers looking to build their own Root of Trust or security processor, ensuring unparalleled protection and performance. CryptoManager Hub products feature a suite of symmetric, asymmetric, and Quantum Safe cryptographic accelerators along with certified true random number generators designed to meet the highest security standards for a broad set of applications. CryptoManager Core products are a suite of symmetric cryptographic accelerators designed to provide unmatched flexibility for customers building their own Root of Trust solutions.
공지 • Feb 25Rambus Inc., Annual General Meeting, Apr 25, 2025Rambus Inc., Annual General Meeting, Apr 25, 2025.
공지 • Jan 15Rambus Inc. to Report Q4, 2024 Results on Feb 03, 2025Rambus Inc. announced that they will report Q4, 2024 results on Feb 03, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$0.45 (vs US$0.95 in 3Q 2023)Third quarter 2024 results: EPS: US$0.45 (down from US$0.95 in 3Q 2023). Revenue: US$145.5m (up 38% from 3Q 2023). Net income: US$48.7m (down 53% from 3Q 2023). Profit margin: 33% (down from 98% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry.
공지 • Oct 29Rambus Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Rambus Inc. provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects GAAP product revenue to be between $72 million to $78 million and contract and other revenue to be between $22 million to $28 million. The Company also expects royalty revenue to be between $54 million and $60 million.
공지 • Oct 15Rambus Inc. Unveils Complete Chipsets for Next-Generation DDR5 RDIMMs and RDIMMs to Deliver Breakthrough Performance for Data Center and AIRambus Inc. unveiled industry-first, complete memory interface chipsets for Gen5 DDR5 RDIMMs and next-generation DDR5 Multiplexed Rank Dual Inline Memory Modules (MRDIMMs). These innovative new products for RDIMMs and MRDIMMs will seamlessly extend DDR5 performance with unparalleled bandwidth and memory capacity for compute-intensive data center and AI workloads. The new Rambus chips include: The Gen5 Registering Clock Driver (RCD), enabling RDIMMs operating at 8000 megatransfers per second (MT/s). The Multiplexed Registering Clock Driver (MRCD) and Multiplexed Data Buffer (MDB), enabling upcoming MRDIMMs running at speeds up to 12,800 MT/s by doubling the bandwidth of the DIMM beyond the native DRAM device speed. The second-generation server Power Management IC (PMIC5030) designed for both DDR5 RDIMM 8000 and MRDIMM 12800, providing ultra-high current at low voltage to support higher speeds and more DRAM and logic chips per module. Enabling flexible and scalable end-user server configuration, the DDR5 RDIMM 8 and industry-standard MRDIMM 12800 utilize a common architecture with compatibility across server platforms. The DDR5 RDIMM 8000 chipset includes the Gen5 RCD, PMIC5030, Serial Presence Detect (SPD) Hub and Temperature Sensor (TS) chips. The DDR5 MRDIMM 12800 chipset includes the MRCD and MDB, as well as the same PMIC5030, SPD Hub and TS chips utilized in the RDIMM 8800. The DDR5 MRDIMM 12800 employs a novel and efficient module design that boosts data transfer rates and system performance by multiplexing two ranks of DRAM, effectively interleaving the two data streams. This allows the host memory bus to run at twice the data rate of the native DRAM devices, thus increasing bandwidth while using the same physical connections of DDR5 RDIMM 12800. This requires an MRCD that can address the two ranks of DRAMs on alternative clock cycles, as well as MDBs to direct the data stream to and from the correct DRAM devices. Each DDR5 RDIMM 12 800 requires one MRCD and ten MDB chips to multiplex the memory channel. The MRCD and MDB will also support a Tall MRDIMM form factor with four ranks of DDR5 DRAMs for double the capacity of a dual- rank RDIMM in a cost-effective manner. The Gen5 RCD, MRCD, MRCD, MDB and PMIC5030 are part of the growing Rambus portfolio of memory interface and power management solutions including Gen1 to Gen4 RCD, Client Clock Driver (CKD), Server PMIC, SPD Hub, and TS chips.
공지 • Oct 09Rambus Inc. to Report Q3, 2024 Results on Oct 28, 2024Rambus Inc. announced that they will report Q3, 2024 results on Oct 28, 2024
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$893, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 20x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$792 per share.
Board Change • Aug 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공지 • Jul 31Rambus Inc. Provides Earnings Guidance for the Third Quarter of 2024Rambus Inc. provided earnings guidance for the third quarter of 2024 . For the quarter, the company expects GAAP product revenue to be between $62 million to $68 million and contract and other revenue to be between $17 million to $23 million. The Company also expects royalty revenue to be between $59 million and $65 million.
Reported Earnings • Jul 30Second quarter 2024 earnings released: EPS: US$0.34 (vs US$1.55 in 2Q 2023)Second quarter 2024 results: EPS: US$0.34 (down from US$1.55 in 2Q 2023). Revenue: US$132.1m (up 10% from 2Q 2023). Net income: US$36.1m (down 79% from 2Q 2023). Profit margin: 27% (down from 141% in 2Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry.
공지 • Jul 09Rambus Inc. to Report Q2, 2024 Results on Jul 29, 2024Rambus Inc. announced that they will report Q2, 2024 results on Jul 29, 2024
Board Change • May 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공지 • Apr 30+ 1 more updateRambus Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2024Rambus Inc. provided earnings guidance for the second quarter ending June 30, 2024. For the quarter, the company expects GAAP product revenue to be between $52 million to $58 million and contract and other revenue to be between $17 million to $23 million. The Company also expects royalty revenue to be between $55 million and $61 million.
공지 • Apr 09Rambus Inc. to Report Q1, 2024 Results on Apr 29, 2024Rambus Inc. announced that they will report Q1, 2024 results on Apr 29, 2024
Board Change • Mar 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공지 • Mar 09Rambus Inc., Annual General Meeting, Apr 25, 2024Rambus Inc., Annual General Meeting, Apr 25, 2024, at 09:00 Pacific Standard Time.
Reported Earnings • Feb 06Full year 2023 earnings released: EPS: US$3.09 (vs US$0.13 loss in FY 2022)Full year 2023 results: EPS: US$3.09 (up from US$0.13 loss in FY 2022). Revenue: US$461.1m (up 1.4% from FY 2022). Net income: US$333.9m (up US$348.2m from FY 2022). Profit margin: 72% (up from net loss in FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.
공지 • Jan 16Rambus Inc. to Report Q4, 2023 Results on Feb 05, 2024Rambus Inc. announced that they will report Q4, 2023 results on Feb 05, 2024
Board Change • Jan 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공지 • Dec 28Rambus Advances Data Center Server Performance with Industry-First Gen4 DDR5 RCDRambus Inc. announced the availability of its Gen4 DDR5 Registering Clock Driver (RCD) which began sampling to the major DDR5 memory module (RDIMM) manufacturers in the fourth quarter of 2023. The Rambus Gen4 RCD boosts the data rate to 7200 MT/s, setting a new benchmark for performance and enabling a 50% increase in memory bandwidth over today’s 4800 MT/s DDR5 module solutions. It supports the rapid pace of server main memory performance improvements to meet the demands of generative AI and other advanced data center workloads. Rambus DDR5 memory interface chips including the RCD, Serial Presence Detect (SPD) Hub and Temperature Sensors are important in achieving a new level of performance for servers. With over 30 years of high-performance memory experience, Rambus is renowned for its signal integrity (SI) /power integrity (PI) expertise. This expertise helps enable DDR5 memory interface chips delivering superior performance and reliability for data center server RDIMMs. The Rambus 7200 MT/s DDR5 RCD is available December 27, 2023.
공지 • Oct 12Rambus Inc. to Report Q3, 2023 Results on Oct 30, 2023Rambus Inc. announced that they will report Q3, 2023 results on Oct 30, 2023
공지 • Sep 08Cadence Design Systems, Inc. (NasdaqGS:CDNS) completed the acquisition of Rambus SerDes and memory interface PHY IP business from Rambus Inc. (NasdaqGS:RMBS).Cadence Design Systems, Inc. (NasdaqGS:CDNS) entered into a definitive agreement to acquire Rambus SerDes and memory interface PHY IP business from Rambus Inc. (NasdaqGS:RMBS) for $110 million on July 19, 2023. The transaction is expected to be funded through a combination of cash on hand and short-term borrowings. It is subject to certain closing conditions and is expected to close in the third calendar quarter of 2023. Robert Ishii and Ethan Lutske of Wilson Sonsini acted as legal advisor to Rambus on the transaction. Mark Bekheit and Ian Nussbaum of Latham & Watkins LLP acted as legal advisor to Cadence Design Systems. Cadence Design Systems, Inc. (NasdaqGS:CDNS) completed the acquisition of Rambus SerDes and memory interface PHY IP business from Rambus Inc. (NasdaqGS:RMBS) September 6, 2023.
공지 • Aug 23Rambus Inc. Announces Full Suite of Security IP Solutions for the FPGA Market with Cryptographic, Side-Channel, and Quantum Safe ProtectionsRambus Inc. announced a full suite of Security IP solutions for the FPGA market with cryptographic, side-channel, and Quantum Safe protections. Designed to meet the unique needs of FPGAs, the offering secures the broad range of devices from high-performance accelerators for generative AI, to low-power solutions for IoT devices. Rambus security IP protects FPGAs serving applications in the Data Center, AI/ML, Edge, IoT, Defense, and beyond. As part of the portfolio, Rambus offers advanced FPGA targeted security IP products including root of trust, 800G MACsec, IPsec, classic and quantum safe public key encryption solutions. Leveraging pioneering work in differential power analysis (DPA) and fault injection attack (FIA) countermeasures, Rambus security IP delivers the highest levels of protection available against both cryptographic and side-channel attacks. With new Quantum Safe security IP products, Rambus futureproofs the protection of FPGAs for the coming Post Quantum Cryptography (PQC) era.
공지 • Aug 05Rambus Inc. Appoints John Allen as Chief Accounting OfficerOn July 27, 2023, Rambus Inc. appointed John Allen to the position of Vice President, Accounting and Chief Accounting Officer, effective as of August 1, 2023. Mr. Allen currently serves as the Company’s Vice President, Accounting and has served in that role since March 2023. Previously, Mr. Allen served as Senior Vice President, Corporate Controller of Xperi Inc., a consumer and entertainment technology company, from 2012 to March 2023. Mr. Allen received a BA degree in Business Economics from the University of California, Santa Barbara in 1985.
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.55 (vs US$0.32 in 2Q 2022)Second quarter 2023 results: EPS: US$1.55 (up from US$0.32 in 2Q 2022). Revenue: US$119.8m (down 1.1% from 2Q 2022). Net income: US$168.9m (up 382% from 2Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Semiconductor industry.
공지 • Aug 01Rambus Inc. Provides Earnings Guidance for the Third Quarter of 2023Rambus Inc. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects GAAP product revenue to be between $47 million to $53 million and contract and other revenue to be between $17 million to $23 million.
공지 • Jul 13Rambus Delivers Quantum Safe IP Solutions with Next-Generation Root of Trust for Data Center SecurityRambus Inc. announced the first in a family of Quantum Safe security IP products with its next-generation Root of Trust for data center and communications security. Quantum computers will be able to rapidly break current asymmetric encryption, placing important data and assets at risk. The Rambus Root of Trust IP offers customers a complete Post Quantum Cryptography (PQC) hardware security solution that protects valuable data center and AI/ML assets and systems. Rambus Root of Trust IP with Quantum Safe Cryptography uses the quantum-compute resistant cryptographic algorithms selected by the National Institute of Standards and Technology (NIST): CRYSTALS-Kyber for key-encapsulation and CRYSTALS-Dilithium for digital signatures. In addition, Rambus Root of Trust IP supports the Commercial National Security Algorithm Suite (CNSA) algorithms for software and firmware updates including XMSS/LMS stateful hash firmware signatures, CNSA symmetric-key algorithms, and CNSA quantum-resistant public-key algorithms. Rambus Quantum Safe Root of Trust Features: Programmable 32-bit secure processor, Quantum Safe Encryption engine, Open Compute Project (OCP) Caliptra Root of Trust for Measurement with DICE and X.509 support, True Random Number Generator (TRNG) and Physical Unclonable Function (PUF) entropy source, Secure data store, FIPS 140-3 CAVP and CMVP compliant, and SDK for user development of secure and trusted applications.
Board Change • Jun 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공지 • Jun 25Rambus Inc.(NasdaqGS:RMBS) dropped from Russell 2000 Value-Defensive IndexRambus Inc.(NasdaqGS:RMBS) dropped from Russell 2000 Value-Defensive Index