Rambus Inc. (RMBS) 53rd Annual Nasdaq Investor Conference December 10, 2025 8:30 AM EST

Company Participants

Luc Seraphin - CEO, President & Director

Presentation

Unknown Analyst

So thank you all for joining us, as you see on the screen and here ahead. Joining me on stage, we have the Chief Executive Officer for Rambus, Luc Seraphin. Thank you so much for being here with us today.

So Rambus has over 35 years’ experience in high-performance memory subsystems and is a fabless supplier of the industry’s leading ICs and silicon IP solutions that advance data center connectivity, which helps solve the bottleneck between memory and processing. You know this better than I. So for the audience, maybe we can just kind of level set on the Rambus story and bring everybody up to date on how the business is doing thus far and maybe start with the outlook for ’26?

Question-and-Answer Session

Luc Seraphin CEO, President & Director

Sure. As you said, we started 35 years ago working exclusively on memory interface technology, the technology that is required to connect processors with memory. And obviously, these technologies today are critical to data centers and to AI because that bottleneck between memory and processors is what is making these technologies more and more advanced. We started as a patent licensing company 35 years ago. We still have a Patent Licensing business. That Patent Licensing business is about $210 million a year, 100% margin. It’s very stable. It’s a cash generator for the company.

But that’s not a business that we expect to grow in the long run. We’ve actually transformed the company into a company that delivers technology for these memory vendors. And we deliver that technology either in the form of silicon IP. We basically develop silicon blocks that we sell to semiconductor

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