Rambus at Rosenblatt's AI Summit: Navigating Memory in AI's Future

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www.investing.com, Jun. 06, 2025 – 

On Tuesday, 10 June 2025, Rambus Inc. (NASDAQ:RMBS) took center stage at Rosenblatt’s 5th Annual Technology Summit - The Age of AI 2025. The conference call, featuring semiconductor analyst Kevin Cassidy and Rambus’s Steven Wu, delved into the evolving landscape of memory technology amid AI advancements. While the tone was optimistic, highlighting Rambus’s strategic innovations, challenges such as capacity limitations of high-bandwidth memory (HBM) were also discussed.

Key Takeaways

• - Rambus is developing MRDIMM to enhance bandwidth, with a launch planned for 2026.
• - The company is optimistic about AI models like DeepSeek, which improve performance on existing hardware.
• - There is a growing shift towards optics in data transmission to meet increasing bandwidth demands.
• - Rambus is expanding into the PMIC market, leveraging its expertise in component integration.
• - Broader adoption of CXL is anticipated with the development of CXL 2.0 and 3.0.
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