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4min chapter
Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
The Dark Arts of Corporate Governance
Rambus invented the rambus, which is a type of memory that remembers stuff venwhen you turn it off. And then there's d ram, which does not remember stuff when you turn t off, but it's very quick and it's very important. They have two big segments products, which is essentially a special type of d ram that's mostly, mostly for data centers. That segment is growing on want to de like forty, 50 to % revenue. This ip business is this long history of things they've acquired or they've owned, that t is all related to memory. Their top five customers are 59% of revenuead and they are a, schnix micro
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