Nam Kim

Nam Kim asked for Rambus's view on the evolving CXL market, considering CXL 3.1, competitor aggression, and MRDIMM's potential impact on memory capacity constraints. He also sought clarity on Rambus's strategy regarding CXL controllers or other engagements in this space.

Answer

Luc Seraphin (CEO) explained Rambus has two CXL plays: silicon IP (CXL controllers across generations, a growth driver) and product development. He noted the CXL product market is fragmented with bespoke solutions, making it uneconomical for Rambus to roll out a general product, thus preferring the FIP (IP) side. He views memory expansion as the most promising CXL usage model, which MRDIMM addresses by leveraging existing server infrastructure to double capacity and bandwidth. Rambus has chosen the MRDIMM option for now but remains open to pivoting as the market develops.

Nam Kim asked for Rambus's outlook on the CXL market, considering CXL 3.1's expected release, competitor aggression, and MRDIMM's role in addressing memory capacity constraints. He sought clarity on Rambus's strategy regarding CXL controllers or other engagements in this space.

Answer

Luc Seraphin (CEO, Rambus Inc.) explained Rambus's two CXL plays: silicon IP (CXL controllers) which is a growth driver, as many customers require CXL interfaces. However, he noted the CXL market is fragmented with bespoke solutions, making a CXL product (chip) development not economically viable for Rambus at this time. He views memory expansion as the most promising CXL usage model, which MRDIMM effectively addresses by leveraging existing server infrastructure to double capacity and bandwidth. Rambus has prioritized the MRDIMM option but remains open to pivoting if the market evolves differently.