Natalia Sukhotina Winkler's questions to Rambus Inc (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.