Rambus appears to be on the upswing again.
It has industry standard patents around DDR5 that are seen as crucial with no real workaround. Plus they are making products now that are companion devices to DDR5 that are non-commodity. These are helping drive revenue.
They grew revenue 43% last quarter. It seems about half their revenue growth comes from DDR5 rollout, and the other half, AI expansion where their DDR5 memory interface chips are used.
Anyone follow or know about this company? I haven’t followed them for decades but they started popping up about a year ago but never really looked into them