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Rambus (RMBS) investor relations material
Rambus 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary10 Dec, 2025
Business overview and transformation
Transitioned from a patent licensing company to a provider of Silicon IP and high-growth ICs for memory modules, with a stable $210M/year licensing business and a rapidly expanding product segment driven by data center demand.
Silicon IP business reached $120M last year, growing 10%-15% annually, while the IC business is projected at $340M this year, up 40% from last year.
Patent licensing remains a high-margin, stable revenue stream, but future growth is expected from products and IP.
Market opportunities and technology trends
Addressable market for interface chips is $800M, companion chips add $600M, high-end client systems add $200M, and MRDIMM technology adds another $600M, expanding total TAM.
Transition from DDR4 to DDR5 increases chip content per module, raising TAM from $800M to $1.4B.
MRDIMM technology multiplies chip content by four, with adoption expected as Intel and AMD launch compatible platforms by late 2026 to early 2027.
AI and data center dynamics
AI servers require both high-bandwidth memory and traditional DDR, driving demand for both new and traditional server modules.
AI inference is expected to further boost demand for traditional servers, supporting ongoing growth.
MRDIMM content multiplier and platform ramp
CXL product strategy vs. MRDIMM for expansion
Security IP: hardware-based edge vs. fast followers
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Q4 20252 Feb, 2026
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Frequently asked questions
Rambus Inc. develops and licenses semiconductor and IP products focused on high-speed memory interfaces, security technologies, and chip-to-chip interconnects. Its offerings support data center, edge, and consumer applications through solutions such as memory interface chips and cryptographic cores. Rambus Inc. is headquartered in San Jose, California, and its shares are listed on the NASDAQ.
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