DDR5 Expansion Strategy

The company has built inventory up by $16 million to manage lengthening supplier lead times and to support future DDR5 ramps. Rambus continues to focus on ASC 606 revenue reporting, narrowing the gap between royalties and licensing billings. Management anticipates minimal MRDIMM contribution in Q4, with a more material role expected in 2027 as CPU platforms ramp. Strategic priorities for 2027 include expanding Gen 5 DDR5 and early MRDIMM adoption, along with increased companion‑chip penetration and higher memory channel counts.