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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

Question · Q2 2025

Natalia Winkler from Evercore ISI requested an update on the MRDIMM opportunity, including its market timing and potential size. She also asked if the rise of ARM-based CPUs presents a different dynamic for memory channel counts compared to traditional x86 platforms.

Answer

CEO Luc Seraphin projected that MRDIMM would enter the market around 2026, with revenue contributions beginning in the second half of 2026 and beyond. He estimated the total addressable market for MRDIMM could reach approximately $600 million at its peak. Regarding CPUs, Seraphin stated that Rambus is agnostic to the architecture (ARM vs. x86) and views the competition as a positive driver for the adoption of higher-speed memory solutions.

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Question · Q1 2025

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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