Earnings
Rambus Keeps MRDIMM At $600 Million But Sees A 'Shallower' Ramp
CEO Luc Seraphin cites one supporting platform and weaker memory economics as shipments of the new server module chip stay "very modest."
RMBS
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Earnings
Rambus CEO Says Chip Supply 'Will Remain Tight' In 2027 As Lead Times Stretch
Rambus is spending balance-sheet cash on inventory as suppliers' lead times lengthen and customers place orders earlier.
Earnings
Rambus Revenue Hits Record $218.3 Million, Topping Its Own Forecast — And Fourth-Quarter Guidance Is Higher
Product sales and operating cash flow also set records, and the company guided fourth-quarter revenue to $227 million to $233 million.
Earnings
Rambus Drops $82.7 Million Korean Tax Refund Claims At No Cost To Earnings, As Inventory Nearly Doubles
The chip designer's reserve already covered the receivable, while inventory hit $87.2 million and buybacks reached $135.9 million in the quarter.