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$RMBS:NASDAQ · RAMBUS INC

Conviction from: NASDAQ

Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

More about this company

Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally. It offers memory interface chips comprising DDR5 memory interface chips which include registering clock driver, multiplexed registering clock driver, multiplexed data buffer, power management integrated circuits, serial presence detect hubs, temperature sensors, and client clock driver products; and DDR4 memory interface chips. The company also provides silicon IP, such as interface and security IP solutions that move and protect data in advanced artificial intelligence, data center, government, and automotive applications; interface IP solutions for high-speed memory and chip-to-chip digital controller IP; security IP solutions, including crypto cores, hardware roots of trust, high-speed protocol engines, and chip provisioning technologies. In addition, it offers portfolio of patents that covers memory architecture, high-speed serial links, and security products. The company sells its products to memory module manufacturers, OEMs and hyperscalers, as well as to chip makers. It markets its products and services through its direct sales force and distributors. Rambus Inc. was incorporated in 1990 and is headquartered in San Jose, California.

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Watching · 4 mention(s), 0 personal-position post(s) · first 2025-12-14 · last 2026-01-22

“$RMBS is a good shout, I have positions in it. Reminds me of $ARM but for HBM, pretty nonexistent in retail eyes. It doesn’t get the same pricing power like $MU but all its licenses to sk Hynix, Samsung, and micron should pay dividends. Gross margins are crazy high Id expect it to get rerated as well over this year” post →

All 4 tweet(s) mentioning this ticker
DateTweet
2026-01-22Yeah, $RMBS is a sleeper pick. Samsung went out and said "availability of Rambus HBM4 IP solutions will be critical". They're just profiting off Samsung, Sk Hynix, and $MU off during memory cycle with 81%+ gross profit margins. They don't quite get the same pricing power like the big three do but… → · 70 likes · 16,145 views
2026-01-22Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung: $VECO ($2B) -Laser annealing $PLAB ($2.1B) - Lithography photomask $ADEA ($2.18B) - Hybrid bonding $ACLS ($2.9B) - Ion implantation $FORM ($6.43B) - HBM wafer testing $ONTO ($10.6B) - Pack… → · 1242 likes · 353,393 views
2026-01-22$RMBS is a good shout, I have positions in it. Reminds me of $ARM but for HBM, pretty nonexistent in retail eyes. It doesn’t get the same pricing power like $MU but all its licenses to sk Hynix, Samsung, and micron should pay dividends. Gross margins are crazy high Id expect it to get rerated as… → · 36 likes · 16,720 views
2025-12-14Falling Knife or Dip Buy? What a brutal Friday for stocks after $ORCL and $AVGO earnings. Popular FinX names that dropped in just 1 day: $FRMI | -34.1% $SNDK | -15.89% $SEI | -15.3% $OKLO | -15.13% $MOD | -14.67% $ALAB | -14.31% $FLNC | -13.96% $LITE | -12.83% $GLXY | -11.73% $AAOI | -11.73% $AV… → · 92 likes · 148,547 views

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