Rambus benefits from growth in data centers and impresses with strong fourth-quarter figures!
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Rambus, which I introduced in the Tenbagger Magazine at the beginning of 2023, should be kept on the radar now. The company develops high-speed interfaces and semiconductors, and also offers licensing agreements, including one with Micron, which has been extended until 2029. The main growth driver is the modernization of data centers for modern AI applications. 75% of the revenue is generated from data centers and edge applications. On February 3, the company impressed with strong figures for the fourth quarter, exceeding the revenue forecast for...
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