Duyuru • May 08
Rambus Inc Introduces PCIe 7.0 Switch Ip With Time Division Multiplexing Rambus 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. Duyuru • Apr 29
Rambus Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 Rambus 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. Reported Earnings • Apr 28
First quarter 2026 earnings released: EPS: US$0.55 (vs US$0.56 in 1Q 2025) First quarter 2026 results: EPS: US$0.55 (down from US$0.56 in 1Q 2025). Revenue: US$180.2m (up 8.1% from 1Q 2025). Net income: US$59.9m (flat on 1Q 2025). Profit margin: 33% (down from 36% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Valuation Update With 7 Day Price Move • Apr 25
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to €130, the stock trades at a forward P/E ratio of 64x. Average forward P/E is 35x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €56.06 per share. Duyuru • Apr 23
Rambus Inc. Enables Power-Efficient AI Platforms with SOCAMM2 Server Module Chipset Rambus 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. Valuation Update With 7 Day Price Move • Apr 10
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to €95.54, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 25x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €61.87 per share. Duyuru • Apr 07
Rambus Inc. to Report Q1, 2026 Results on Apr 27, 2026 Rambus Inc. announced that they will report Q1, 2026 results on Apr 27, 2026 Duyuru • Mar 09
Rambus Inc., Annual General Meeting, Apr 23, 2026 Rambus Inc., Annual General Meeting, Apr 23, 2026. Duyuru • Mar 05
Rambus Inc. Sets New Benchmark For AI Memory Performance With HBM4E Controller IP Rambus 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. Duyuru • Feb 13
Rambus Inc. Appoints Victor Peng to Board of Directors, Effective February 12, 2026 Rambus 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. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €87.56, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 24x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €60.20 per share. Reported Earnings • Feb 03
Full year 2025 earnings released: EPS: US$2.14 (vs US$1.67 in FY 2024) Full year 2025 results: EPS: US$2.14 (up from US$1.67 in FY 2024). Revenue: US$707.6m (up 27% from FY 2024). Net income: US$230.5m (up 28% from FY 2024). Profit margin: 33% (in line with FY 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Duyuru • Feb 03
Rambus Inc. Provides Earnings Guidance for the First Quarter of 2026 Rambus 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. Buy Or Sell Opportunity • Jan 20
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 21% to €96.64. The fair value is estimated to be €79.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 20% per annum over the same time period. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €91.62, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 24x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €81.04 per share. Duyuru • Jan 13
Rambus Inc. to Report Q4, 2025 Results on Feb 02, 2026 Rambus Inc. announced that they will report Q4, 2025 results on Feb 02, 2026 Board Change • Jan 07
Insufficient new directors No 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 01
Insufficient new directors No 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 17
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €80.42, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 23x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €75.21 per share. Recent Insider Transactions • Nov 15
Independent Director recently sold €830k worth of stock On the 10th of November, Eric Stang sold around 9k shares on-market at roughly €92.22 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 €6.8m more than they bought in the last 12 months. Reported Earnings • Oct 29
Third 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 9.1% growth forecast for the Semiconductor industry in Europe. Buy Or Sell Opportunity • Oct 29
Now 26% overvalued after recent price rise Over the last 90 days, the stock has risen 46% to €94.06. The fair value is estimated to be €74.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 20% per annum over the same time period. Duyuru • Oct 28
Rambus Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 Rambus 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. Duyuru • Oct 07
Rambus Inc. to Report Q3, 2025 Results on Oct 27, 2025 Rambus Inc. announced that they will report Q3, 2025 results on Oct 27, 2025 New Risk • Sep 15
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risk Significant insider selling over the past 3 months (€1.4m sold). Recent Insider Transactions • Sep 14
Independent Director recently sold €547k worth of stock On the 11th of September, Necip Sayiner sold around 8k shares on-market at roughly €72.91 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 €6.0m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Sep 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €74.26, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €58.04 per share. Board Change • Aug 28
Insufficient new directors No 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 13
Independent Director recently sold €473k worth of stock On the 8th of August, Necip Sayiner sold around 8k shares on-market at roughly €63.03 per share. This transaction amounted to 18% 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 €5.2m more than they bought in the last 12 months. New Risk • Jul 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Significant insider selling over the past 3 months (€436k sold). Reported Earnings • Jul 29
Second 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 8.4% growth forecast for the Semiconductor industry in Europe. Duyuru • Jul 29
Rambus Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2025 Rambus 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. Duyuru • Jul 08
Rambus Inc. to Report Q2, 2025 Results on Jul 28, 2025 Rambus Inc. announced that they will report Q2, 2025 results on Jul 28, 2025 Board Change • Jun 27
Insufficient new directors No 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 • Jun 10
Insufficient new directors No 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 • May 21
Insufficient new directors No 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. Duyuru • May 14
Rambus Delivers Industry-Leading Client Chipsets for Next-Generation AI PC Memory Modules Rambus 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.