Oct. 28 at 8:40 PM
                            
$RMBS - Rambus Inc. Common Stock - 10Q - Updated Risk Factors 
 
RMBS flags new risks from global exposure, tariffs, and trade restrictions; expands on intense competition (including AI rivals), revenue concentration (top 5 customers = 67%), product defects, and challenges in new tech markets. Highlights heavy international reliance (83% revenue), inflation, supply chain/geopolitical threats, cybersecurity/AI vulnerabilities, and revenue unpredictability from licensing and customer cycles. Adds risks on distributor bankruptcy, financial guidance uncertainty, and new tax/legal developments. #Semiconductors #SupplyChainDisruptions #RevenueConcentration #AICompetition #GlobalTradeRisks 
 
🟢 Added 🟠 Removed 
 
https://d-risk.ai/RMBS/10-Q/2025-10-28