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    Natalia Winkler

    Research Analyst at Evercore ISI

    Natalia Winkler is an Analyst at Evercore ISI specializing in semiconductor sector coverage, notably contributing research and earnings call commentary for Rambus and related companies. While her current coverage list is focused on semiconductor names, public performance metrics such as success rate and average returns are not available through major analyst ranking platforms at this time, and no TipRanks or similar ranking for her is listed. Winkler has served in her analyst role at Evercore ISI since at least 2024, with no documented prior firm affiliations available in public records. Specific information regarding her FINRA registration or securities licenses has not been disclosed in available public sources.

    Natalia Winkler's questions to RAMBUS (RMBS) leadership

    Natalia Winkler's questions to RAMBUS (RMBS) leadership • Q2 2025

    Question

    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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