Rambus production activity continues to generate losses

Three and a half years ago, “the most legal company in Silicon Valley,” as Rambus is called behind the back, decided to work on a new image. Around that time, the company changed its director, who promised to turn Rambus into a factoryless developer of various interesting solutions. The company's first products were buffers for registered and regular DDR4 memory for server purposes. The company does not disclose details, but in the last year alone, quarterly buffer sales have grown by 40%. At the same time, it is interesting to note that the market for memory modules decreased by up to 30% over the year, which, as we see, did not harm Rambus. The company continues the theme of buffer production in the form of solutions for DDR5 memory, samples of which are already sent to interested customers.

From the lips of Rambus, production activity looks attractive, but in reality this type of business accompanied by a string of quarterly losses. In its Q2019 48,4 report, the company noted that amid the licensing business, production revenue continues to be a loss. So, in total during the reporting period, the company gained $24,8 million. Of this money, license payments brought Rambus $23,6 million, and production - $79,8 million. The cost of maintaining the company and production needs reached $31,4 million, which led to quarterly an operating loss of $26,6 million and a net quarterly loss of $75,4 million. At the same time, in the first quarter, the company issued invoices to customers for $XNUMX million, the payment of which will allow it to end up with a profit.

Separately, without specifying the details, Rambus reports that it has achieved record revenue from sales of IP blocks for various purposes. The annual dynamics of revenue growth in this area amounted to 50%. For third-party SoC and ASIC developers, the company sells ready-made SerDes interface blocks, including the latest 7nm 112G for 400 and 800 GBE ports, as well as 7nm PHY blocks to support GDDR6 memory. Thus, the latest Rambus developments will emerge in a host of new products from FPGAs to SoCs and GPUs, and will also solve the problems of increasing bandwidth in the network infrastructure of 5G cellular networks and as part of data processing centers.

Source: 3dnews.ru