Rambus makes the memory-interface chips and IP that connect AI accelerators to high-speed DDR5 and HBM memory, and record demand for that silicon drove the company's product revenue for the quarter ended 30 June 2026 up 22% year-over-year and 13% sequentially, to $99.2 million in record product revenue
Rambus reported its financial results for the second quarter ended June 30, 2026. The company's product revenue, which includes sales of memory-interface chips, reached $99.2 million. This figure represents a 22% increase compared to the same quarter in the previous year and a 13% increase from the prior quarter.
Verified 2026-09-10
Track with InsiderWhy it matters
Rambus chips help AI processors talk to memory, a small part that every AI server needs.
More on Hardware
- AMD's Data Center segment, which sells Instinct GPUs and EPYC server processors, more than doubled revenue year-over-year in the quarter to 28 June 2026, reaching $6.7 billion, up 107% year-over-year
- AMD's Data Center segment, the one selling Instinct GPUs and EPYC server chips, took $16.6 billion of the company's record $34.6 billion of revenue in 2025 — 48% of all AMD revenue
- Arista Networks, whose switches carry AI training and inference traffic inside hyperscaler data centres, reported total revenue for the quarter to 30 June 2026 of $3.036 billion, its first quarter above $3 billion and up 37.7% year-over-year
FREE · NO CARD
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Get the free daily briefFree · No card · Unsubscribe anytime
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
See today's issue →