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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 107.71-3.3%Oct 30 3:59 PM EDT
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To: Elroy who wrote (93618)6/27/2024 12:37:08 PM
From: Doug M.   of 93625
 
Good question - the answer is that many Renesas people left Renesas for Rambus.
Rambus has built an excellent buffer chip team from Renesas - as well as from
their Inphi acquisition about six years ago - as well as internally.

Things changed somewhat there after IDT was sold to Renesas. Also, it's very good
for Rambus to be the only US supplier in the critical buffer / companion chip business.
The bottom line is that the datacenter won't work without the RCDs that go into the DIMMs -
and with a 40% market share (which Rambus has been repeatedly reiterating), Rambus plays
a critical role in the data center market.

Here's some examples of the moves from IDT / Renesas to Rambus. I

Sean Fan - Rambus

(24) Rami Sethi | LinkedIn

(24) Sam Patel | LinkedIn

(24) Yue Yu | LinkedIn

(24) Al Fang | LinkedIn

24 Year Director at IDT joined Rambus as VP of Engineering | RMBS Message Board Posts (investorvillage.com)

VP of Engineering | RMBS Message Board Posts (investorvillage.com)

(24) Rex REN | LinkedIn

And the fact that they keep on coming is a good sign - I know that Rambus is
expanding in Atlanta:

(24) Steven Finn | LinkedIn

PS: I could probably find more but the above is a good illustration.
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