Rambus Inc. (NASDAQ:RMBS) Q3 2023 Earnings Call Transcript

Mehdi Hosseini: Yes. And then there are a number of new service CPUs coming out each with a different number of channels for CPU and number of DIM per channel. And in that context, it will take a little bit of time for the end customer to come up with a set of — the configuration of what really could meet their demand. And this is why as we go through this transition, that inflection point is going to come down to when the CPU is going to be available and how end customers going to configure the system based on a severe number of DIMs per CPU, fair?

Desmond Lynch: That’s correct. The volume of buffer sheet depends on the number of teams. Therefore, it depends on the number of channels and the number of teams per channel, and all of those deployments depend on the end customers. But this being said, the trend is really for capacity expansion. So there’s this trend in the market that people are trying to populate as many channels as they can and put as many things per channel as they can because we still have to feel that gap between the compute power from the servers and the memory capacity and memory bandwidth supporting that. So the trend is definitely towards higher volume. The way it’s being deployed in terms of when the number of channels are populated and how many teams per channel being used depends on the specific customers.

Operator: There are no further questions. That concludes the question-and-answer session. I would now like to turn the conference over to the company.

Desmond Lynch: Thank you. I would like to thank you all for your time and your interest, and we’ll talk to you later. Bye, bye.

Operator: That concludes the conference call. Thank you for your participation. You may now disconnect your lines.