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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 248.09

+6.2%

10:34 AM EST

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To: neolib who wrote (50867)	8/1/2023 4:44:48 PM
From: Doug M.	Read Replies (1) of 72221

Rambus said that there's a lot of DDR4 server RDIMM inventory in the channel. They're not sure how long it'll take to clear - hopefully by the end of the year. Rambus is starting to do very well with their DDR5 RDIMM registered clock drivers (every RDIMM has one), but DDR4 is still lagging. The faster AMD and Intel can move data center server CPUs (for both DDR4 and DDR5), the better it'll be for everyone. The DDR4 to DDR5 crossover is expected to be in Q2 of next year.

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