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To: neolib who wrote (50867)8/1/2023 4:44:48 PM
From: Doug M.Read Replies (1) | Respond to of 72186
 
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.



To: neolib who wrote (50867)8/1/2023 4:49:37 PM
From: VattilaRead Replies (1) | Respond to of 72186
 
Since the Xilinx acquisition, this is the first quarter we have comparable year-over-year figures for Embedded, and the segment shows +16% revenue growth (+18% operating income). That is a little below the company-wide 20% CAGR long-term target in their financial plan. But, considering the challenging times, +16% is not bad, at all.

Going forward, AI might accelerate the segment.


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