Rambus Inc Del Stock Price, News & Analysis

Rambus Inc. (NASDAQ: RMBS) has unveiled industry-first, complete memory interface chipsets for Gen5 DDR5 RDIMMs and next-generation DDR5 Multiplexed Rank Dual Inline Memory Modules (MRDIMMs). These innovative products aim to extend DDR5 performance with increased bandwidth and memory capacity for data center and AI workloads.

The new chipsets include:

• Gen5 Registering Clock Driver (RCD) for RDIMMs at 8000 MT/s
• Multiplexed Registering Clock Driver (MRCD) and Multiplexed Data Buffer (MDB) for MRDIMMs at 12,800 MT/s
• Second-generation server Power Management IC (PMIC5030) for both DDR5 RDIMM 8000 and MRDIMM 12800

The DDR5 MRDIMM 12800 employs a novel design that boosts data transfer rates by multiplexing two ranks of DRAM, effectively doubling the bandwidth of the DIMM beyond the native DRAM device speed.

Rambus Inc. (Nasdaq: RMBS), a leading chip and silicon IP provider, has announced that it will hold a conference call on Monday, October 28, 2024, at 2:00 p.m. Pacific Time to discuss its third quarter fiscal year 2024 results. The call will be webcast and can be accessed via the company's investor relations website at investor.rambus.com.

A replay of the call will be available on the Rambus Investor Relations website or for one week at the following numbers: (866) 813-9403 (domestic) or (+1) 929-458-6194 (international) with ID# 719712. This announcement provides investors and analysts with an opportunity to gain insights into Rambus' recent financial performance and future outlook.

Rambus (Nasdaq: RMBS) is hosting an expert panel at the AI Hardware & Edge AI Summit 2024 in San Jose, CA. The discussion, moderated by Dr. Steven Woo, will address key topics like AI workload complexity, system performance demands, power and thermal concerns, memory bottlenecks, and emerging technologies. Panelists include executives from Intel, Meta, and Samsung Electronics. The event takes place on September 10, 2024, at 5:00 p.m. PT at the Regency Ballroom B, Signia by Hilton, Booth 31. For more details, visit here.

Rambus Inc. (NASDAQ: RMBS) has announced the industry's first HBM4 Memory Controller IP, expanding its leadership in high-bandwidth memory solutions. This new controller supports JEDEC Spec of 6.4 Gbps and can operate up to 10 Gbps, delivering a throughput of 2.56 TB/s per memory device. It's designed to meet the demanding memory bandwidth requirements of next-generation AI accelerators and GPUs.

The HBM4 Controller IP aims to address the growing needs of Large Language Models (LLMs) and high-performance computing (HPC) applications. It builds on Rambus' track record of over 100 HBM design wins and can be paired with third-party or customer PHY solutions. The controller is now available for licensing, with early access design customers able to engage immediately.

Rambus Inc. (NASDAQ:RMBS) reported solid Q2 2024 financial results, with GAAP revenue of $132.1 million. Key highlights include:

- Product revenue of $56.7 million, up 13% sequentially
- Licensing billings of $61.5 million
- Contract and other revenue of $19.0 million
- Outstanding cash from operations of $70.4 million
- GAAP diluted net income per share of $0.33

The company continued its product portfolio expansion with DDR5 server PMICs, Client Clock Driver, and PCIe 7 IP solutions. Rambus expects a strong Q3 driven by double-digit sequential chip growth, reflecting ongoing investment in its industry-leading product roadmap for data center and AI.

Rambus Inc. (NASDAQ: RMBS) has announced the availability of its DDR5 Client Clock Driver (CKD) for next-generation, high-performance desktops and notebooks. This new product is part of Rambus' client memory interface chip offering, bringing server technology advancements to the client market. The DDR5 CKD enables new client DIMMs to operate at data rates of up to 7200 MT/s, delivering breakthrough performance in next-generation PCs.

Leveraging over 30 years of memory system expertise, Rambus is expanding its industry-leading memory interface chip portfolio to address the growing requirements of AI, gaming, and content creation in desktop and notebook PCs. The offering includes the DDR5 CKD and SPD Hub, which are important for enabling state-of-the-art DDR5 client DIMMs.

Rambus (Nasdaq: RMBS) will release its Q2 FY 2024 earnings on July 29, 2024, at 2:00 p.m. Pacific Time. The announcement will be followed by a conference call, accessible via a webcast on Rambus' investor relations website. A replay of the call will also be available for one week. Investors can dial in at (866) 813-9403 (domestic) or (+1) 929-458-6194 (international) using ID# 295037 to access the replay.

Rambus (Nasdaq: RMBS), an industry leader in chips and IP, announced participation in three upcoming investor conferences. Executives will present at the Baird Global Consumer, Technology & Services Conference on June 4, 2024, at 11:25 a.m. ET in New York City. This presentation will be available via live webcast and replay on the Rambus Investor Relations website.

On June 6, 2024, at 9:20 a.m. PT, Rambus will also present at the BofA Securities 2024 Global Technology Conference in San Francisco. This session will similarly have a live webcast and replay available. Lastly, Rambus will present at the Rosenblatt 4th Annual Technology Virtual Summit on June 12, 2024, at 12:00 p.m. ET, exclusively available to conference attendees, with a replay also accessible online.

Rambus Inc. (NASDAQ:RMBS) reported strong Q1 results, with GAAP revenue of $117.9 million, licensing billings of $63.2 million, product revenue of $50.4 million, and contract and other revenue of $20.0 million. The Company generated $39.1 million cash from operating activities. Luc Seraphin, CEO, highlighted the focus on data center and AI, introducing new products and ensuring long-term growth and shareholder value.