Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
C X L Unlocks Memory From the Cpu
Cronon: Machine learning is a huge new market. C x l will essentially unlock memory from the processor, he says. This could be and should be a material part of rambus' revenue going forward. But until then, it's not clear how big we're going to see this business grow.
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