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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 103.37-4.0%3:16 PM EDT

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To: Elroy who wrote (93611)6/26/2024 11:20:03 AM
From: Doug M.   of 93625
 
<<According to industry insiders cited by South Korean media outlet ET News, SK Hynix plans to enhance HBM with new capabilities, including computation, caching, and network memory. To support this development, SK Hynix has already invested in securing essential Intellectual Property (IP).>>

10 year agreement - it wouldn't be so long unless Hynix really needed Rambus' IP.

Rambus and SK hynix Extend Comprehensive License Agreement
Agreement extended by ten years to 2034, enabling long-term collaboration on products and broad access to Rambus innovations

SAN JOSE, Calif. – April 4, 2023 – Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced it has extended its comprehensive patent license agreement with SK hynix, a world leader in advanced semiconductor technology, for an additional ten years. Effective July 1, 2024, the extension maintains similar financial terms and provides SK hynix with broad access to the full Rambus patent portfolio through mid 2034. Other terms and details are confidential.

Rambus and SK hynix Extend Comprehensive License Agreement - Rambus

Here's more:

HBM3E: Everything You Need to Know - Rambus

And this is important for the future - I'll try to look up some specific Rambus IP on this:

I posted this a couple of weeks ago when listening to the Bank of America analyst conference:

Luc - Rambus is working with "leading" companies with HBM4 | RMBS Message Board Posts (investorvillage.com)
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