10 Best Performing Semiconductor Stocks So Far in 2025

6. Rambus Inc. (NASDAQ:RMBS)

YTD Returns: 30%

Number of Hedge Funds: 34

Rambus Inc. (NASDAQ:RMBS) is a semiconductor and technology solutions company specializing in high-performance memory, security, and interface solutions. The company develops advanced memory architectures, cryptographic security products, and chip-to-chip interface technologies used in data centers, AI workloads, and high-performance computing. Rambus collaborates with major semiconductor manufacturers and cloud service providers to enhance data security and processing efficiency.

Rambus Inc. (NASDAQ:RMBS) shares have surged a strong 30% this year so far led by optimistic street expectations. Analysts have reaffirmed their positive view of the company after it reported impressive Q4 2024 results on February 3. While its total revenue surged 32% YoY in the quarter, Product revenue rose 37%. Interestingly, the company also extended a patent license agreement with Micron Technology Inc. (NASDAQ:MU) through 2029 which is a testimony to the strength of its innovation and patent portfolio. For Q1 2025, the company guided for revenue between $156 million and $162 million which reflects a robust 19% YoY topline growth. On the strong results, CEO Luc Seraphin highlighted the company’s strong positioning and said:

“We expanded our addressable market with a record number of new product introductions throughout the year and gained share through continued product leadership. As AI continues to accelerate performance demands across the computing landscape, we are well positioned to deliver long-term growth and continued stockholder return”.