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Bastian Falken

Research Analyst at Susquehanna

Bastian Falken's questions to RAMBUS (RMBS) leadership

Question · Q4 2025

Bastian Falken (Susquehanna) asked about the expected average number of DIMMs per CPU in 2027, considering memory cost and shortages, and the anticipated contribution of DDR5 Gen 3 RCDs relative to Gen 1 and 2 in 2026.

Answer

CEO Luc Seraphin explained the complex dynamics of DIMMs per CPU, noting that high-bandwidth applications use fewer DIMMs while capacity-driven needs use more, and that the memory situation is broader than just DIMMs per channel. He also stated that Gen 3 RCDs were ramping in Q4 2025 and are expected to be dominant in 2026, with Gen 4 having limited adoption and Gen 5 dependent on next-gen platform introductions.

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