Growth Amid Constraints

Supply chain constraints remain a key risk, with tightness and rising lead times cited as significant variables. Despite these challenges, Rambus maintains a long‑term product gross‑margin target of 60 % to 65 %. The company’s balance sheet remains strong, and its guidance indicates continued double‑digit growth in product revenue for Q3 and beyond. AI workloads are highlighted as a long‑term growth driver, reshaping memory architectures and creating opportunities for Rambus’s high‑performance memory interface and silicon IP solutions.