Rambus Inc. (NASDAQ:RMBS) Q1 2024 Earnings Call Transcript

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Luc Seraphin: We expect to have some long-term demand for DDR5. We see Gen1 in production today. Gen2 has been launched. We have customer orders in Gen2. We have customer orders on Gen3 as well. Gen4 was introduced and we were the first one to introduce Gen4 in December of last year. And the industry is anticipating to continue to develop DDR5 based solutions for the data center. So we expect that to continue. With respect to DDR4, as we said earlier, we see a long tail of DDR4 demand, not necessarily high. The vast majority of sales going forward is going to be for the data center, is going to be DDR5.

Operator: At this time, there are no further questions. This concludes the question-and-answer session. I would now like to turn the conference back over to Luc Seraphin.

Luc Seraphin: Thank you, everyone, who have joined the call with us today. Thank you for your continued interest and time, and we look forward to speaking with you again soon. Have a great day. Thank you.

Operator: Thank you. This now concludes today’s conference.

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