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Bastien Faucon

Vice President and Equity Research Analyst at Susquehanna

Bastien Faucon is a Vice President and Equity Research Analyst at Susquehanna International Group (SIG), specializing in consumer and retail sector research with a focus on luxury goods, apparel, and specialty retail. He covers specific companies including LVMH, Kering, Richemont, Tapestry, VF Corporation, and Levi Strauss, boasting a strong performance track record with a 68% success rate on TipRanks, an average return of 14.2% per rating, and top 10% ranking among retail analysts. Faucon joined Susquehanna in 2021 after starting his career at Barclays in 2018 as a junior analyst in consumer research, followed by a stint at Exane BNP Paribas. He holds Series 7, 63, and 86/87 FINRA licenses, underscoring his professional credentials in securities analysis.

Bastien Faucon's questions to RAMBUS (RMBS) leadership

Question · Q4 2025

Bastien Faucon asked about the expected average DIMMs per CPU in 2027, considering memory cost and shortages, and the anticipated RCD contribution of DDR5 Gen 3 relative to Gen 1 and 2 in 2026.

Answer

Luc Seraphin (CEO, Rambus) explained the complex dynamic of DIMMs per CPU, influenced by bandwidth vs. capacity needs and the broader memory market situation, noting overall market constraints. He stated that DDR5 Gen 2 was predominant in Q4 2025, with Gen 3 starting to ramp and expected to be dominant in 2026, while Gen 4 would have limited adoption and Gen 5 would depend on next-generation platform introductions.

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