--- title: "RMBS Rambus" canonical: "https://supercyclehq.com/stock/rambus" type: "stock" dataAsOf: "2026-11-06" ticker: "RMBS" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Rambus (RMBS) Rambus designs chip interface and security technology. ## AI Exposure Score **60/100, Strategic.** Rambus sells memory interface chips and silicon IP that move data between processors and DRAM in servers, plus HBM and CXL controller technology. AI servers demanding faster memory bandwidth are the core growth driver, with licensing providing a stable non-AI base. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $74.53 | | Change 1d | +6.96% | | Change 7d | -11.96% | | Change 30d | -31.29% | | Change 1y | -30.78% | | 52-week high | $170.66 | | 52-week low | $69.68 | | Market cap | $8.0B | | P/E | 30.8 | | EPS | $2.42 | | Next earnings | 2026-10-26 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | San Jose, California | | CEO | Luc Seraphin | | Employees | 791 | | Website | https://www.rambus.com | | Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors) | ## What the company does 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. ## Role 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. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Stanley Druckenmiller](https://supercyclehq.com/investors/stanley-druckenmiller) | Duquesne Family Office | $23.0M | 0.53% | new | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $513,837 | 0.00% | trimmed | 2026-06-30 | ## Recent news - [Rambus Stock In Focus After Earnings Beat And Higher Q4 Guidance](https://finance.yahoo.com/markets/stocks/articles/rambus-stock-focus-earnings-beat-121619162.html?.tsrc=rss) (source, 2026-11-06) - [This Little-Known Semiconductor Stock Has a Big AI Connection](https://247wallst.com/investing/2026/11/05/this-little-known-semiconductor-stock-has-a-big-ai-connection/?.tsrc=rss) (source, 2026-11-05) - [Rambus (RMBS) Q3 Earnings Power Through Supply And Margin Risks](https://finance.yahoo.com/markets/stocks/articles/rambus-rmbs-q3-earnings-power-200809394.html?.tsrc=rss) (source, 2026-10-28) - [Should You Buy The Dip In Rambus Stock?](https://www.trefis.com/stock/rmbs/articles/620969/should-you-buy-the-dip-in-rambus-stock/2026-10-28?.tsrc=rss) (source, 2026-10-28) - [Rambus shares fall despite earnings beat as analysts weigh AI-driven growth outlook](https://www.proactiveinvestors.com/companies/news/1100775/rambus-shares-fall-despite-earnings-beat-as-analysts-weigh-ai-driven-growth-outlook-1100775.html?.tsrc=rss) (source, 2026-10-27) ## FAQ ### 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. --- Source: https://supercyclehq.com/stock/rambus. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.