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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (93618)	6/27/2024 12:37:08 PM
From: Doug M.	Respond to 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.

To: Elroy who wrote (93618)	6/27/2024 12:41:06 PM
From: Doug M.	Read Replies (1) \| Respond to of 93625

Renesas is second to Rambus in the RDIMM RCDs at 6400 MT/s \| RMBS Message Board Posts (investorvillage.com) This was close, but Rambus got here first: New 7200 MT/s RCD Supports Ambitious Server Roadmap - Rambus Also, if you click on the link of the press release, you'll see that Rambus' announcement here said "available today." News \| RMBS Message Board Posts (investorvillage.com) I can't find any Renesas blog or press release where they say that they're at least sampling DDR5 RCDs at 7200 MT/s. They've announced client clock drivers (CKDs) at that speed, but that's at speeds at or above 6400 MT/s. And we're not there yet. But we're not at 7200 MT/s for server RCDs yet either - but it's very good to see Rambus leading the pack for the lucrative and fast moving data center market.