Rambus Shares Face Near-Term Headwinds After Record Performance

Rambus has concluded its most successful fiscal year to date, yet a temporary supply chain issue is casting a shadow over an otherwise stellar financial report. The semiconductor specialist, whose technologies are crucial for AI data centers, posted record revenue and profit for the year 2025. However, management’s guidance for the current quarter has been tempered by a logistical challenge.

The company’s performance for the full year set new benchmarks across key financial metrics. This success was primarily fueled by robust demand for its semiconductor solutions in AI infrastructure.

• Total GAAP revenue reached $707.63 million.
• Product revenue, a critical growth driver, surged by Read more...