For the first time in 25 years, California chip maker
Rambus plans to change its business model. The company will produce its own brand new products for use in high-performance server systems.
Since its foundation (1990), the company has sold licenses for the production of high-speed memory chips. In the history of Rambus, patent disputes often arose with firms that did not want to buy licenses. In 2002, the US Federal Trade Commission (FTC) accused Rambus itself of violating antitrust laws.
Regulators blamed Rambus for forcibly imposing its technologies. In 2009, the court found the arguments of the FTC untenable.
After 2010, the company set a course to reduce the dependence of its business on licensing. In 2011, Rambus bought
Cryptography Research , a security technology company, for $ 342.5 million. In addition, the Rambus has entered the LED lighting market.
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In 2012, Ronald Black became CEO of Rambus, who from the very beginning began to pursue a policy of business diversification.
In 2013,
SK Hynix paid Rambus $ 240 million in licensing fees over a five-year period. Recently, the term of the agreement was extended by six years, and the amount of deductions increased by $ 432 million. Thus, in 2014, Rambus revenues amounted to about $ 300 million.
New developments of the company are based on chipset with data buffering function. This technology is used to accelerate the exchange of data in memory modules for servers. True, other companies like
Integrated Device Technology and
Inphi are already selling similar systems. Black promises that Rambus products will be fully compatible with the developments of other companies.
According to IDC analyst Mario Morales, the sales volume of buffering chips in the world is about $ 250–300 million a year. The market volume of the memory chips proper reaches $ 50 billion. Patrick Moorhead of Moor Insights & Strategy predicts growth in this segment.
“Computer manufacturers and other customers need a new reliable component supplier. Rambus is unlikely to expand its semiconductor product range much, but it is possible that we will have other developments, ”said Black.
Mass production will begin at the end of the year. So far, new Rambus chips are being released in trial batches, The Wall Street Journal
reports .