Rambus
RMBS · NASDAQ · Technology
$103.47
+$6.94 (+6.71%) today
Market Cap
$11.22B
24h Volume
$317.4M
P/E Ratio
47.5
52w High
$170.66
52w Low
$79.73
Est. AI Revenue
25%
7-Day Sparkline (Static)
Company facts
Performance
About Rambus
Rambus designs chip interface and security technology. It sells memory interface chips that sit between processors and DRAM in servers, and licenses silicon IP to other chipmakers. Revenue comes from chip sales and a stable licensing base.
Its portfolio targets data movement, the choke point of AI computing: HBM interface IP for high-bandwidth memory, CXL memory controllers for pooled server memory, PCIe 6.0 controllers for fast interconnects, and data center security silicon that protects data in motion.
Founded in 1990 and headquartered in San Jose, California, Rambus trades on the NASDAQ and employs about 790 people under CEO Luc Seraphin.
Rambus in the AI buildout
Rambus sits in the Semiconductors layer of the buildout, focused on the memory bandwidth problem. AI servers are limited by how fast data moves between processors and memory, and that is precisely what its interface chips, HBM IP, and CXL controllers address. AI server demand for faster memory is its core growth driver, cushioned by a stable non-AI licensing base. Supercycle scores its AI exposure at 60 out of 100.
RMBS is tracked in Semiconductors, rated Strategic on the AI Exposure leaderboard.
By the numbers
52-week range
RMBS trades at $103.47, 26% of the way up its 52-week range of $79.73 to $170.66.
Market cap
Market capitalization is $11.22B, with an AI Exposure Score of 60 out of 100.
Valuation vs peers
Its P/E ratio of 47.5 is in line with the Semiconductors category median of 47.5.
Next earnings
Rambus is next expected to report earnings on October 26, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Rambus do?
Rambus designs memory interface chips that move data between processors and DRAM in servers, and licenses silicon IP including HBM and CXL controller technology to other chipmakers. Chip sales and licensing are its revenue streams.
How is Rambus exposed to AI?
Directly through memory bandwidth. AI servers demand faster data movement between compute and memory, which drives demand for its interface chips and controller IP. Supercycle rates its AI Exposure Score at 60 out of 100.
What are Rambus' main products?
HBM interface IP for high-bandwidth memory, CXL memory controllers for flexible server memory, PCIe 6.0 controllers for AI-class interconnects, and data center security silicon protecting data in transit.
Is RMBS a pure play AI stock?
Not fully. AI-driven memory bandwidth demand is the core growth driver, but a stable licensing business provides a non-AI base. Its AI Exposure Score of 60 out of 100 marks it as heavily exposed.
Where is Rambus based and who leads it?
Rambus is headquartered in San Jose, California, and led by CEO Luc Seraphin. Founded in 1990, the company employs about 790 people and its shares trade on the NASDAQ.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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