Rambus Technology: Shipments of DDR5 RCD chips increase significantly; rising CPU demand will drive growth in the memory interconnect chip market size.

Deep Tide TechFlow news: On July 21, Ralink Technology released an announcement of its investor relations activity record. In the first half of the year, the company benefited from the AI industry trend, with strong industry demand. DDR5 penetration increased, and subsequent generations continued to iterate, resulting in a significant increase in shipments of the company’s DDR5RCD chips; among them, the shipment share of the third- and fourth-generation RCD chips further improved. Revenue from new interconnect chip products—MRCD/MDB, PCIeRetimer, CKD, and CXLMXC—rose significantly.

The company plans to complete this year’s engineering R&D for its third-generation MRCD/MDB chips. Industry expectations are that MRDIMM will start with large-scale adoption in the next two to three years, and will then gradually enter a penetration ramp-up phase. Increased CPU demand will drive higher usage of memory modules, thereby expanding the market size of the memory interconnect chip segment. (Jinshi)