Sep. 17 at 5:02 PM
Rambus, a memory-chip company focused on AI and data centers, has surged nearly 30% in the past week as investors recognize its role in dynamic RAM and high-performance memory markets. The company produces interface chips for data transfer between memory and processors, with applications in security, gaming, AI, and automobiles.
Rosenblatt analysts raised Rambus’s price target from
$90 to
$130, citing strong demand for data center DRAM and growth in semiconductor revenue expected at 40% in 2025 and 20% in 2026. Long-term, DRAM’s importance in AI deployment continues to drive Rambus’s growth, with new licensing agreements removing prior valuation overhangs.
$RMBS