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    Natalia Sukhotina Winkler

    Research Analyst at Evercore ISI

    Natalia Sukhotina Winkler is an analyst at Evercore ISI Institutional Equities, specializing in equity research with a focus on companies in the technology and semiconductor sectors. She covers firms such as Rambus, providing detailed research and investment insight for institutional clients. Natalia has built her career in equities research and has contributed to coverage of high-profile technology companies, demonstrating strong analytical skills and sector expertise. Her professional background reflects experience with research-driven teams, and she holds credentials aligned with industry standards for investment analysis and equities research.

    Natalia Sukhotina Winkler's questions to RAMBUS (RMBS) leadership

    Natalia Sukhotina Winkler's questions to RAMBUS (RMBS) leadership • Q1 2025

    Question

    Natalia Winkler asked about the impact of the x86 versus ARM CPU server market shift on Rambus's portfolio and requested an update on the ramp timeline for its client-side products.

    Answer

    CEO Luc Seraphin stated that Rambus is processor-agnostic, as the memory module interface is standard across x86 and ARM-based servers, making the company's revenue potential immune to shifts between them. For client products, he explained that data center technology is 'waterfalling' down, with the first product, a Client Clock Driver, now sampling and expected to generate low-volume revenue starting late 2025 or early 2026.

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